1730 S Germantown Road
Identifying Client-Based Needs and Goals Planning
While every client is different and is in need of a tailored financial plan, our advisors value the importance of long-term planning. Our clients are encouraged to move forward with three basic steps: Wealth Accumulation, Wealth Conservation and Wealth Distribution.
Retirement and Income Planning Strategies
You have a vision, and we are here to devise a strategy in order for you to accomplish it. No matter how you envision your retirement, we can work with you in the months and years before this stage, helping you define and refine everything from housing to healthcare – all the things that contribute to your quality of life.
Life, Disability and Long-Term Care Insurance Planning
Insurance can play a key role in protecting your wealth and providing for the ongoing needs of your family. Your financial advisor can work with the specialists to determine the types and degree of insurance protection best suited to your specific requirements. Trinity Capital Management provides access to a full range of products from disability, long-term care protection, term life, permanent life insurance policies and premium finance tax free life insurance strategies for both personal and business needs. Depending on your specific situation, insurance strategies may also provide you with tax and wealth transfer benefits.
A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. Our Team provides a range of consulting services to help you, your Estate Attorney and CPA develop a customized estate plan including wealth replacement strategies, complete trust services, tax strategies, and more.
These include real estate, private equity, commodities, managed futures, structured products, and hedge funds. The Raymond James Alternative Investments Group and Kingswood Capital Partners Investment Committee reviews and selects investments in this category, which can add diversification to portfolios, offer enhanced return potential, and provide access to exclusive investment talent.
Charitable Giving Planning
When it is strategically executed, charitable giving can not only help the organizations you choose but can also generate personal tax benefits and advance your overall wealth management plan. Your Trinity Capital Management advisor can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, as well as pooled-income and donor-advised funds.
Minimum of $250,000-$500,000
Financial Planning & Consulting Services:
$500/ hour (Minimum two hours) 250-500: 2.00%
$2,000 for a 5-hour session
1million +: 1.15%
$3,500 for a 10-hour block
5million +: 0.75%
Receive professional guidance on retirement funds, children’s education, charity donations, and family savings. Build your personal finances all while making a worthwhile contribution to the community.
We offer professional asset management, mutual funds, individual stocks, bonds, cash management account and alternative investments.
Our firm provides corporate executives and business owners with specific solutions to the challenges of managing a company – often the most important asset you own.
Our credit, lending, and cash management services deal with both sides of your professional balance sheet, including your borrowing and cash management needs.
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