It's not what you have ...
It's who you have.
Navigating the Complex Financial Environment
Today, you are faced with a wide array of financial concerns.
- As an individual, you may need to provide financial assistance for college or support an aging parent while you also need to prepare for your own retirement and structure your estate.
- As a business, you may be trying to grow your company or perhaps develop an exit strategy while at the same time, minimizing taxes, implementing employee benefits, and managing a myriad of other issues.
In either case, it is a complicated task and those who try to manage personal or business finances without proper guidance frequently do so without success. Whether it is because of a lack of expertise, time or resources, going it alone usually results in a waste of money and time.
Comprehensive Financial Planning & Wealth Management
Triton Financial is an independent, fee-based financial planning firm committed to providing our clients with objective advice and outstanding personal service. In addition, we have a unique ability to implement virtually any solution across all aspects of personal and business finance. This is accomplished utilizing our own in house resources as well as leveraging the expertise of many other professionals that we work with.
Our comprehensive financial planning and wealth management services focus on both increasing your wealth and ensuring your assets are protected.
For our business clients, we also offer cutting edge benefits programs for companies that want to give their employees the very best in benefits while containing costs. Not only can we provide a cost effective robust benefits package, but we combine these programs with comprehensive financial advice from an objective source to help employees make the most of their benefits.
Those who benefit the most from our boutique service model are those who live complicated lives and have passions for doing things other than managing all the integral tasks of their personal and business finances. They want to be able to pickup the phone or send an email and get answers to virtually any complex financial question. Plus, they want these services delivered professionally and cost-effectively by a firm that looks out for their best interests by serving them in a fiduciary capacity.
If this describes you and your situation, contact the professional certified financial planners at Triton Financial to schedule an introductory consultation offered at no cost or obligation. Although there will always be challenges to your financial plans, we can help you achieve security and financial well-being. We are confident that you will see great value in the services we provide.
Listen to Bob live on his weekly radio show every Wednesday at 10:00 a.m. on WCRN AM 830.
Or listen to excerpts from the show via the Financial Focus blog.
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