Trinity Wealth Management Group, Inc. is a private, independent, objective financial planning firm committed to understanding our clients needs and developing strategies to help them achieve their long term and short term goals. We help design personalized investment and tax strategies to accumulate, preserve, and protect their wealth and their income.
Our core focus is maintaining our client’s best interests at all times. Making sure our clients get the proper recommendation starts with taking an in-depth look at where they are today and where they want to be tomorrow. And because we know 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.
Services we proudly provide:
- One on one Financial Planning for Individuals and Families.
- 401(k) Retirement Plan Management for Small Businesses
- Executive or ‘Key employee’ Investment Management
- Tax Efficient Retirement Income Distribution Strategies
- Insurance Protection and Long Term Care Planning
- Financial Planning for Special Needs families.
“Our focus from the beginning was to offer an alternative to the normal client/advisor experience. Our clients get unbiased, Independent and objective advice with transparent fee structures and top notch technology.” Adam Parks – President