Understanding Today’s Financial Environment
Welcome! We’re Trinity Fiduciary Partners, LLC. We are financial advisors who share a passion for faith and family. We can guide you through your investment planning. Do you want to preserve and grow your wealth without violating your social and religious values? We can bring your financial goals in line with your moral beliefs. We can help take the mystery out of your portfolio and preparing for today and tomorrow. Whether your goal is preparing for retirement or college savings, our personalized service focuses on your needs, wants and financial goals and objectives.
We are Roman Catholic but can help investors of different religious backgrounds. Our professionals can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here's a breakdown of how the federal government spends your tax money.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
An inside look at how marginal income tax brackets work.
Learn when it may not make sense to file a claim on your home insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”