Protect Your Financial Future
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Create a retirement income you can count on that won’t run out and may go up each year
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Find the most efficient way to pay income taxes during retirement
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Build wealth potentially tax-free in retirement and pass on more to your beneficiaries
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You’ve saved enough throughout your life and now it’s about protection from loss, while earning returns better than typical conservative options and inflation
Some of the greatest risks to retirement are:
​✓ Running Out Of Money
✓ Inflation Eroding Spending Power​
✓ Market volatility
✓ Unpredictable Taxation*
OUR SERVICES
YOUR FINANCIAL FREEDOM STARTS HERE
Triangle Financial Strategies is your one-stop solution for college and retirement income planning. With powerful strategies and years of experience, we help you make sure your finances are secure for the future.
TRIANGLE FINANCIAL STRATEGIES
OUR PROCESS
01
DISCOVERY CALL
30 Minute initial call or virtual meeting to explore the specifics for what you’re trying to accomplish. There’s nothing to buy or any commitments to make. This is purely to discover if there’s a mutual interest to work with each other.
02
GOALS MEETING
We meet again in a virtual meeting to review your situation and the goals you would like to accomplish. We also share the philosophies of money we utilize in our strategies as to how they might help you accomplish these goals.
03
PLANNING MEETING(S)
We review the results of planning, compared to your current expected results, so you can clearly see if there’s an expected positive change in outcome. This may take several meetings depending upon the complexity of your situation.
04
IMPLEMENTATION & MONITORING
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If you have chosen to work with us, we follow the step plan for the implementation of the recommendations. We then schedule follow up appointments for the next year for us to review the progress of the strategy and to make any adjustments if needed.