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.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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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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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.