Retirement and Estate Planning

Retirement and estate planning are critical components of a comprehensive financial strategy. At Trinity Wealth, we provide in-depth analyses and tailored strategies to help you achieve your retirement goals and ensure your estate is managed according to your wishes.

Our retirement planning services include a detailed hypothetical wealth accumulation analysis, which compares your lifetime income needs to your portfolio resources. This analysis helps us assess the probability of achieving your desired financial outcomes and identify any gaps that need to be addressed. We also consider factors such as inflation, market volatility, and changes in your personal circumstances to ensure that your retirement plan remains robust and adaptable.

Estate planning services at Trinity Wealth involve an assessment of estate tax estimates, survivor income projections, and long-term care coverage. We work with you to develop strategies that minimize estate taxes, ensure your loved ones are provided for, and protect your assets from potential risks. Our goal is to help you create a comprehensive estate plan that reflects your values and priorities, providing peace of mind for you and your family.

Who We Serve

Trinity Wealth Solutions provides comprehensive financial and retirement planning, portfolio management, and income tax services to retirees, individuals 5 to 10 years from retirement and clients beneficiaries.  Most of our clients are high-net-worth individuals, families, trusts, and estates. We are committed to delivering personalized solutions that meet the unique needs of each client, helping them achieve their financial goals and secure their future.

We typically require a minimum of $25,000 to open and maintain an advisory account. However, this minimum account size may be waived at our discretion, particularly for clients with significant potential for increasing their assets under management. We also offer the flexibility to combine account values for you, your minor children, joint accounts with your spouse, and other related accounts to meet the minimum requirement.

Our goal is to build long-term relationships with our clients, providing them with the expert guidance and support they need to thrive financially. Whether you are just starting your financial journey or looking to optimize your wealth management strategy, Trinity Wealth is here to help.

Keeping You Informed and Involved

At Trinity Wealth, we believe that regular communication and transparency are key to successful wealth management. We conduct annual account reviews with our clients, providing a comprehensive assessment of their financial planning and asset allocation requirements. These reviews are led by Walter Maziarz, ensuring that clients receive expert advice tailored to their unique needs.

In addition to annual reviews, we provide customized reports to help clients stay informed about their investments. Common reports include balance sheets, asset allocation reports, and asset detail reports. These reports are designed to give clients a clear and detailed understanding of their financial situation, empowering them to make informed decisions.

Clients also receive statements no less than quarterly from a qualified custodian, detailing account holdings and activity. This regular reporting ensures that clients are always aware of their investment performance and can track their progress toward their financial goals.

By maintaining open lines of communication and providing detailed reporting, Trinity Wealth ensures that clients are well-informed and actively involved in their financial planning and wealth management.