
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
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Accumulation
Estimate the future value of your current savings.