"Successful investing is not a destination, it's a journey"

Trinity Wealth Management Group is a Veteran owned and operated Independent Financial Planning Firm with a focus on Retirement Planning, Investment Management, and Tax Diversification Strategies.

 

Trinity Wealth Management Group

An Independent Financial Planning firm specializing in Financial Planning the following areas;

Investment Management

Retirement Income Planning

401(k) Rollovers to IRA

College Funding Solutions

Life and Long Term Care Insurance

Retirement Plan Management for Small Businesses

Tax Diversification Strategies for High Net Worth Investors*

Estate Planning Advice and Guidance*

 

Our goal is to help our clients to make more informed and effective investment decisions that will allow them to feel more confident, self assured and empowered about their financial plan.  We take a dedicated and reliable approach and provide comprehensive financial planning for individuals and their families.  Our multi-generational approach to wealth planning includes financial education for the benefit of our the clients, their parents and even their children.

We offer complimentary portfolio reviews and advice for people who want to take control of their financial planning journey.

We provide our clients with a personal, one on one relationship with a Financial Advisor and offer access to hundreds of professional asset managers and the latest technology.  We also subscribe to the promise of acting in a Fiduciary capacity when working for our clients and always putting the clients needs above all else.  We work with a team approach and review every case to make sure all of our clients needs are addressed.  Let's face it, money doesn't come with instructions and people need help.

We make financial planning the "E.A.S.I. way".  Educate, Assess, Strategize and Implement.

*  Trinity Wealth Management does not offer legal nor tax advice.

 

Investment Management

Investing is easy. All you need to do is buy low and sell high, right? Well, since none of us have a crystal ball, most of us have trouble following that simple advice.

 

Retirement Plan Management

401(k) plans have become the one and only source of retirement saving for millions of Americans. Unfortunately, employers are becoming increasingly the focus of lawsuits accusing them of not providing their employees with the most up-to-date and most competitive plans.

 

Insurance Solutions

Risks can come from any direction and can impact a number of things directly related to you, your family and your long term goals. These risks can be to your portfolio or your health and can have devastating consequences on your family and your future.

We keep you top-of-mind

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Blogs

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.