Trinity IFS
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Trinity Financial

Financial Planning

 
 

Your future, your goals, your plan.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

 

ANNUITIES

An annuity is an insurance product that pays out income, and can be used as part of a retirement strategy. Annuities are a popular choice for investors who want to receive a steady income stream in retirement. Call today to learn more about annuities, advantages and disadvantages, payout options and some investment options that are available.


 

401 K

A 401 (k) Plan is a defined contribution plan where an employee can make contributions from his or her paycheck either before or after-tax, depending on the options offered in the plan. The contributions go into a 401(k) account, with the employee often choosing the investments based on options provided under the plan. In some plans, the employer also makes contributions such as matching the employee’s contributions up to a certain percentage. SIMPLE and safe harbor 401(k) plans have mandatory employer contributions.


 

Social Security MAXIMIZATION

When to collect Social Security may be the single most important decision you make when it comes to your retirement. In fact, timing could be everything! There are a lot of very common mistakes people make when signing up for benefits. There are several little known strategies that are capable of boosting your benefits and greatly increasing your retirement income. This is your opportunity to learn some Key Factors you need to know Before applying for Social Security.