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.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Knowing the rules may help you decide when to start benefits.
The federal government requires deceased individuals to file a final income tax return.
Medicare’s popular program, offering free gym membership and health education.
A look at the new, record-high retirement contribution limits from the IRS.
Preserve your high net worth with these foundational tips.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
An amusing and whimsical look at behavioral finance best practices for investors.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a quick guide to checking to see if you have unclaimed money.
$1 million in a diversified portfolio could help finance part of your retirement.