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Get SMART with YOUR Retirement​

We spend the working years of our lives in the accumulation phase of retirement but for many people there comes a time to switch gears from an accumulation mindset and focus on the preservation of your assets.  The focus changes from having excessive risk to becoming SMART with your post-retirem​ent taxation and your family's income. That doesn’t mean sacrificing profitable growth; it means that you are taking a different path of Strategic Movement Around Retirement Taxation and utilizing proven concepts that you may not have been aware of in the past.  In fact, that’s when we help our clients the most, by helping them minimize or eliminating the taxes they pay after retirement and still enjoy stable and profitable growth in their golden years. The difference is, we do it with less taxes, and without losses, guaranteed!   Warren Buffett’s #1 Rule of investing is to "Never Lose Money " and we make that our top priority; his #2 Rule is to "Never Forget Rule #1" so we at Trinity Advisors have adopted his methodology and make it our focus and passion to insure that our clients and families live a safe, secure, and worry-free life style for many generations to come.


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.

Retirement Income

Creating a guaranteed life time income plan to last throughout retirement is the single most important challenge retirees will face. After all, with the fact that we’re all living longer combined with advanced medical science and technology, it’s very probable that people who are retiring today could spend 30 years or more living in retirement without earned income and only from social security and investments to support them. We help our clients establish a solid income plan guaranteed to last as long as they do. 

Estate Planning

When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. SMART estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes.  Every estate plan should include: Wills, trusts, durable power of attorney, beneficiary designations, letters of intent, healthcare and finance powers of attorney, and guardianship designations.

Tax Planning

We utilize advanced planning concepts and actuarial arbitrage to dramatically increase your retirement income without any unnecessary risk and incorporate strategic ways to reduce the amount of money you owe the IRS during your retirement years.

Qualified Roll-overs

Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs. 

Charitable Giving

We find ways to utilize the Tax Code in your favor when it comes to passing assets down to your children and grand children before you pass away.  There are many opportunities to reduce your estate size and give your family assets without them paying unnecessary taxes.

Contact Us for More Information

1 (228) 256-0176

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