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7 Lupine Ln
Sunriver, OR 97707

Trinity Wealth Strategies

(503) 822-0122

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate how much you have the potential to earn during your working years.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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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.

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There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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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?

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