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 and families that have complex financial needs and 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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Knowing the rules may help you decide when to start benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A letter of instructions provides additional and more personal information regarding your estate.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all of your choices when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.