Financial Planning
Planning for Life
Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance. Tailoring financial strategies to fit your needs requires a depth of resources from financial professionals who are seasoned and experienced.
Here at Triangle Financial Group, we have the knowledge and resources to help you meet your goals by developing and helping you to implement a financial plan that will serve as a well-organized roadmap. And as your life changes, so will your plan. The relationship you forge with your us is for the long term.
Your unique vision, our collaborative approach.
Through a collaborative, one-on-one relationship and a concise process, your financial planner will help you realize the full potential of your financial future by identifying and prioritizing your short- and long-term goals. This is a critical first step in helping you engineer a targeted plan that employs financial strategies customized to meet your needs.
Our financial planners will empower you to make informed decisions about your finances, focusing on the six areas of financial planning, all of which have an equal impact on a financial plan:
1 | Financial Position
A review of your financial position provides a better understanding of where you are right now. This financial picture will address your balance sheet, cash flow and debt management and if savings are balanced and appropriate for meeting your goals.
2 | Risk Management
Analyze your situation and help find ways to protect your income, assets and, if you’re a business owner, your business, at every stage of your life and as circumstances change.
3 | Wealth Accumulation
Design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk.
4 | Tax Management
When applied appropriately in conjunction with a financial plan, tax strategies can help reduce the impact of taxes on investment returns and income. While only your accountant or attorney may provide tax or legal advice, your financial planner can work with them to coordinate a plan that best suits your needs.
5 | Retirement Planning
Obviously, the earlier you start saving, the more flexibility and freedom you’ll have to choose the when, how and where of retirement. If you’re a business owner, your financial planner can show you how to take advantage of retirement strategies to help maximize your retirement savings while offering plans that can reward and retain top talent. And even if you’ve already retired, your financial planner can help to ensure that your savings continue to work for you.
6 | Estate Planning
Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, business owners who need to address succession planning or grandparents who’d like to help the grandchildren go to college.
Ready to Build Your Financial Plan?
It all starts with a discussion with one of our Financial Planners. Please fill out the below form and we will be in touch very shortly. We look forward to talking with you!