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"You are never too old to set another goal or to dream another dream."

-C.S. Lewis

2021 Five Star Wealth Managers, Tait Lane, Randall Kim, Scott Livingston

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.

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We’ll Build a P A T H With You In Mind


Preserve

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.

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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.

Contact Us to Begin Your Financial Journey

Triad Financial Strategies Planning Process

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