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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
To choose a plan, it’s important to ask yourself four key questions.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.