Trinity Wealth Management Group
Trinity Wealth Management Group is committed to understanding our clients needs. We help design personalized tax strategies to accumulate, preserve, and protect their wealth and income.
Our core focus is maintaining our client’s best interests at all times. Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow. And because we know your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace.
We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.
*One on one Financial Planning for Individuals and Families.
*401(k) Retirement Plan Management for Small Businesses
*Executive or ‘Key employee’ Investment Management
*College Education Funding Solutions
*Tax Efficient Retirement Income Distribution Strategies
*Insurance Protection and Long Term Care Planning
*Financial Planning for Special Needs families.