TRINITY ADVISORS GROUP
SERVICES
SERVICES
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.
OUR SERVICES
At Trinity Advisors Group, we understand that many pre-retirees, retirees, and baby boomers are normally not very educated about prudent financial planning with their retirement, and the financial advisors that claim to be their fiduciary aren't usually truly focused 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 understand that many advisory firms are far more concerned with their income than they are the "return on & return of" the client's savings. Too many times, we see retirees with too much risk based on their needs and goals which can lead to the risk of running out of money during their golden years so we make sure all of our clients can sleep well at night with proven and safe concepts with risk management, income and estate planning, and how to minimize their taxable liabilities, as well as educate them on Wall Street's half-truths and how they use misleading math to promote risk adverse products, as well as how the banker's use misleading math to trick them into investing money at low interest, taxable programs costing you a comfortable retirement.
Retirement Income
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
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
Tax Planning
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.
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.
Charitable Giving
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
Contact Us for More Information
1 (228) 256-0176
1 (228) 256-0176