Today's investment climate offers unprecedented opportunities, yet the list of financial goals and concerns facing you is seemingly endless. And there are no easy answers.
At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to pursue the areas of your life that bring meaning and purpose. We call this True Financial Freedom, and we help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.
The key to helping you move toward True Financial Freedom is our wealth management process, a holistic approach to financial guidance that reflects your specific life circumstances and priorities.
This unique wealth management process will provide you with three important benefits:
- A clear understanding of your financial goals and dreams
- A well-defined road map for working toward those goals and dreams
- Ongoing consulting to help you make adjustments along the way
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in working with individuals, families and business owners that want personalized guidance to help them work toward a more secure financial future.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.
Please remember to visit our Web site often, as our content is constantly changing. For help with your financial goals and dreams, or for more information on Trinity Wealth Management, please contact us today.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like the junk in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.