Trinity Wealth Management is a full-sevice, fee-based wealth management advisory firm dedicated to providing our clients with a disciplined portfolio management strategy and exceptional personalized service with one goal in mind- to meet our client's investment objectives. Our mission is to create a positive difference in the financial success of our clients by dedicating ourselves to their financial well-being and building long-lasting relationships by understanding and serving their evolving needs.
Newsletters
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
-
HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.