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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
To choose a plan, it’s important to ask yourself four key questions.
How long does a $20 bill last?
It's important to understand how inflation is reported and how it can affect investments.
An inside look at how marginal income tax brackets work.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are Real Estate Investment Trusts right for your portfolio?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.