Discover Our Financial Planning Philosophy
At Triad, we listen well, then help shape a financial strategy that matches your life dreams - the storyline you see playing out for you and your family. Our personalized service enables us to create a strategy for you, implement it and then watch over it so that you can go live your life. Your Triad team will continually monitor and communicate your financial status to you to make sure you are on track towards achieving your goals.
We’ll Build a P ◆ A ◆ T ◆ H ◆ With You In Mind
Helping our clients preserve what they have already accomplished and position them to take advantage of opportunities without creating unnecessary risks. This is important at any stage of life but even more important to those that have already accumulated significant wealth and would like additional peace of mind.
Some investment firms promote active investment managers while other firms promote those that are passive. At Triad Financial Strategies, we understand the arguments of both, as well as their biases. We will present the options available to you through a process that provides confidence as you work to grow your assets and attain your financial goals.
Most people accumulate wealth for their own financial security and those immediately around them. While some will establish beneficiaries and create wills, the real transfer planning is typically deferred to retirement or isn’t addressed at all. Our holistic approach includes working with your other trusted advisors to help improve portfolio efficiency, reduce the impact of taxes and help transfer assets to your heirs with less shrinkage.
In a broad sense, we want to make good decisions and minimize the frequency of bad ones. Unfortunately, most financial and investment decisions are made with little consideration of how they might impact other aspects of your financial plan. At Triad Financial Strategies, we believe a holistic approach increases the likehood of a better outcome and helps people make better decision that will improve their quality of life.
Our Planning Process Is Ongoing
And Leverages Industry-Leading Tools
In order to help us truly understand your risk tolerance and establish a plan that is best suited for you, we encourage a continuous financial planning process. You will always have access to this plan via your secure, personalized site and you can add other valuable information to it such as personal finances, other investments you may have and more, making this not only a financial plan but a life management resource for you.