At Trinity Advisors Group, we understand that many pre-retirees, retirees, and baby boomers are normally uneducated about prudent financial planning with their retirement, and the financial advisors that claim to be their fiduciary aren't really focusing on their individual goals, needs, or what they want to accomplish in order to live life to the fullest and sleep well at night!
We also understand that many advisory firms that are far more concerned with their own income than they are the "return on & return of" their clients savings. Too many times we see retirees with too much risk in their portfolio based on their retirement goals which can lead to financial devastation and put them at risk of running out of money during retirement. We guide away from that situation and make sure our clients sleep well at night so we implement and utilize actuarial proven concepts and integrate a similar approach in our clients personal finances, income, and estate planning. We educate our clients on Wall Street's misguided half-truths and how they use misleading math to sell you risk adverse products and how the banker's use misleading math to trick you into leaving your money at low interest and how to stop them from costing you a comfortable retirement.