Addressing risks to your financial household is often the most critical component to ensuring your lifestyle and legacy can be maintained and protected throughout any life changes or market events (expected and unforeseen). Whether you are wanting more guaranteed income, or protection against market volatility, we will ensure your portfolio has the proper risk-reward ratio.
There’s liquidity risk, tax risk, inflation risk, market risk, legal risk, and longevity risk just to name a few… with our resources and strategic partners we will help you determine the differences in outcome whether you decide to either:
- Assume the Risk
- Share the Risk
- Or, Transfer the Risk
Imagine having the ability to choose exactly how and when you use your money…. When you gain control over your wealth, you gain confidence and a better perspective of how your money is working for you. With that control comes the freedom to be more present in your day-to-day life… along with knowing your finances are set up properly around your personal lifestyle and legacy goals.
Through a curated mix of industry resources (both online and personal), we have the tools, education and actionable steps necessary to help you gain the control you desire over your financial household and future… to help you:
- Know more
- Earn more
- Keep more
A Harvard Business Study found that respondents who wrote down their goals were 3 times more likely to achieve those goals over respondents who just had some plan in mind. When it comes to financial planning, our goal is to help you simplify the complex and provide you with clear solutions and strategies to reach your goals.
Depending on what stage you are in LIFE, we’ll work with you to form a customized (and adaptable) plan in any and all of the following areas that may apply:
- Pre- and Post-Retirement Financial Planning
- Business Sale & Succession Planning
- Tax & Estate Planning
Everyone’s idea of “if” and “how” they want to impact the next generations to follow is different. We have some clients who want to leave as much as possible to their heirs or philanthropic causes, and some who want to spend down their assets while living… both take proper planning and coordination to avoid probate.
From simple to complex cases, such as blended families or extensive asset distribution, we can help you define and enhance your legacy through:
- Asset & Beneficiary Organization
- Tax-efficient, creative wealth transfer strategies
- Charitable Gifting / Philanthropic donations
Interested In Learning More?
Learn more by scheduling a complimentary, no obligation Clarity Call with a member of the Trinity Team. This is simply an opportunity for us to meet, listen to your goals and concerns, ask you some questions, and determine if or how we might be able to help.
