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 comfortable.
At Trinity Wealth Strategies, we seek to solve this problem by working closely with clients and developing strategies that can 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 Sherwood, Oregon, we serve clients throughout Oregon, Illinois, and Michigan. Whether you want to start building 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

Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.

Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?