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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Purchasing homeowners insurance is critical for protecting your home.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.