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.
Making the most of surprises is a great reason to work with us.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When to start? Should I continue to work? How can I maximize my benefit?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.