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7 Lupine Ln
Sunriver, OR 97707

Trinity Wealth Strategies

(503) 822-0122

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Building Your Unique Financial Strategy

Do you have a financial strategy in place? If you don’t, it’s likely not because you haven’t thought about your future or retirement. Often, many individuals and families haven’t created a strategy or plan  because they don’t know where to start or how to find an advisor with whom they feel confident.

At Trinity Wealth Strategies, we seek to solve this problem by working closely with clients and developing strategies that strives to grow with them over the years. We understand that every person has unique financial situations and goals. We avoid cookie cutter approaches and instead dedicate the time to understand their entire financial picture and create customized strategies that align with their objectives. Specializing in serving hard-working individuals and families, we offer comprehensive financial planning and investment strategies.

In all that we do, our mission is to educate our clients and empower them to feel more in control of their financial life and decision-making. By showing them their opportunities and how their financial strategies and investments work, we believe they work toward their goals with confidence.

Based in Sunriver, Oregon, we serve clients throughout Oregon, California, South Carolina, Tennessee, Arizona, Washington, and Michigan. Whether you want to create strategies to build your wealth, planning for your retirement, or saving for your children’s education, we invite you to contact our office to see how we may be able to help.

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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