Building Strategic Wealth

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Financial Freedom Planning

The Trinity Strategic Wealth™ team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals.

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Our Unique process

The Financial Freedom Process™ is designed to create for you:

a comprehensive plan, including sufficient income objectives, for your retirement,

organized and diversified investments that help meet your specific objectives,

a complete estate plan that includes charitable giving strategies,

information about and strategies for avoiding dangers that threaten your future,

frequent contact with an advisor to help you stay on track,

help you enjoy confidence about your future to pursue your lifetime vision.

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Asset Management Options

Clients have access to several asset management options. The Two primary investment strategies are Dynamic Asset Allocation and Strategic Asset Allocation. Both strategies employ a diversified investment approach built around Modern- and Post-Modern Portfolio Theory for various risk tolerances, total return goals, and income needs.

Strategic Asset Allocation - Accounts are constructed for traditional conservative, moderate, or growth allocations.
Dynamic Asset Allocation - A proactive investment strategy that corresponds to changes in the economic and market cycles.
Separately Managed Accounts - Includes both stock and bond portfolios where clients own the individual positions.
Municipal Bond Strategies - Provides tax-free income with the advantage of owning individual bonds.
Guided Stock Models - Well diversified concentrated stock portfolios for either growth or income.

Important Disclosures

Advisory & Investment Disclosures

Asset Class Risk Considerations

Tax Planning

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