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Services

Work With The Best

Trinity Wealth Solutions LLC ("Trinity Wealth" or "Adviser") has been a trusted provider of financial and retirement planning, wealth management, income tax planning, and succession planning services for over 30 years. Our firm, solely owned by Walter Maziarz, CPA, is committed to acting in the best interest of our clients, guided by the core fiduciary duties of loyalty and care. As a registered investment adviser with the State of Michigan, we take our fiduciary responsibility seriously, ensuring that every recommendation and decision is made with our clients' financial well-being as the top priority.

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Investment

At Trinity Wealth, we do not believe in a Buy and Hold strategy or as we call it Buy and Hope Strategy.  Our approach is grounded on technical analysis of stock market sectors, by identifying one or two sectors/asset classes that may provide the greatest probability of higher returns and greater accumulation during bull and bear markets.


Retiring in Poland offers a unique blend of rich cultural heritage, affordable cost of living, and high-quality healthcare, making it an attractive destination for retirees. With picturesque landscapes, historic cities, and a warm, welcoming community, Poland provides a tranquil and fulfilling lifestyle. The country’s well-developed infrastructure, combined with a lower cost of goods and services compared to many Western countries, allows retirees to enjoy a comfortable life while stretching their retirement savings further. Additionally, Poland's central location in Europe offers easy access to other European destinations, enhancing the retirement experience with opportunities for travel and exploration.

Retirement

Maximize Your Retirement Potential with Our Expert Team

As you approach retirement, it’s crucial to have a comprehensive financial plan that ensures a secure and comfortable future. At our firm, we believe that a collaborative approach brings diverse perspectives and delivers greater value to our clients. Our team of seasoned financial professionals is here to assist you.

Estate

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.

IRA Distributions

The IRS can indeed be a significant beneficiary of your IRA if proper distribution planning is not done. This is due to the taxes that may be incurred upon withdrawal. Effective IRA distribution planning aims to minimize the tax burden and maximize the amount that goes to your chosen beneficiaries rather than the IRS.

Tax

Trinity Wealth offers a full range of income tax planning and preparation services, designed to help you minimize your taxable income and maximize your financial efficiency. Led by Walter Maziarz, CPA, our tax planning services are tailored to the unique needs of individuals, businesses, trusts, and estates.

Who We HelpA Client-Centered Approach

We cater 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. Our comprehensive approach to financial planning and wealth management is designed to meet the unique needs of each client, helping them achieve their financial goals and secure a prosperous future. Whether you are planning for retirement, managing wealth, or seeking advice on tax strategies, Trinity Wealth is here to provide expert guidance and support.

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Approaching Retirement

Approaching Retirement

You've Got One Shot At A Great Retirement !

 

There Are No Do-Overs. NoSecond Chances.

Tired of an emotional roller coaster of your retirement portfolio  losing money?

Don't feel safe with the buy-and-hope strategy?

Learn more

You've Got One Shot At A Great Retirement!

You've Got One Shot At A Great Retirement !

 

There Are No Do-Overs. NoSecond Chances.

Tired of an emotional roller coaster of your retirement portfolio  losing money?

Don't feel safe with the buy-and-hope strategy?

Learn more
Generational Legacy Planning

Generational Legacy Planning

Is The IRS The Primary Beneficiary of Your IRA !!!

Learn more

Contact Us
We Want To Hear From You

Call us today for a no-cost, no-obligation meeting!

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