UNLOCK THE POWER OF FINANCIAL WEALTH WITH OUR SPECIALIZED PROCESS THAT ENCOMPASSES FOUR KEY ELEMENTS
THE FIRST STEP
The initial move towards achieving your desires involves the capability to vividly envision in your mind's eye the exact outcomes that excite you. This suggests that the process of creating a vision starts earlier than what is often considered in many planning discussions.
JOURNEY
The adventure starts with the act of visualizing. As you imagine the future for yourself and your loved ones, what scenarios unfold in your mind? What are the situations and environments that evoke genuine happiness?
PROGRESS
Your journey from idea to detail to understanding involves a dedicated guide. Together, we outline the narrative of your life – encompassing both the present and your retirement years. Only after this can we craft and measure your personalized route towards intentionally achieving these goals.
DISCOVER
You'll find that our shared interest in your circumstances can lead to a transformative experience – moving from mere numerical goals to the realization of personal accomplishments.
AS SEEN ON
OUR STORY...
At Trinity Wealth our journey in wealth management is built on a simple yet powerful belief: true financial success comes from personalized guidance, trust, and understanding each client's unique aspirations. This philosophy is the bedrock of our advisory firm, where we're committed to guiding you through your financial journey with a personalized touch.
Founded by seasoned professionals with a shared vision to put relationships at the heart of wealth management, our firm stands out by focusing on what truly matters to you. Whether it's securing your family's future, achieving financial independence, or leaving a lasting legacy, our holistic approach is tailored to your life's goals.
Integrity, excellence, and transparency are the pillars of our practice. Our team, comprised of dedicated advisors, is here to ensure that your wealth management strategy evolves with you, offering the highest level of service and support.
The success stories of our diverse clientele motivate us daily, showcasing the impact of personalized wealth management. As we look ahead, our commitment to you remains steadfast: to continue providing innovative, client-centered services that meet your changing needs.
In essence, our story is about more than just managing assets—it's about building a secure and prosperous future together, every step of the way.
SERVICES
At Trinity Wealth We strive to provide a high-value service that exceeds your expectations.
INVESTMENT PLANNING
- Customized Portfolio Design
- Diversification and Asset Allocation
- Market Analysis and Opportunity Identification
- Ongoing Portfolio Review and Rebalancing
TAX PLANNING
- Strategic Tax Planning
- Investment Tax Efficiency
- Retirement Tax Management
- Estate Tax Planning
HEALTH CARE PLANNING
- Health Care Cost Management
- Insurance Strategy
- Long-Term Care Planning
- Medicare Guidance
LEGACY PLANNING
- Estate Planning and Trusts
- Wealth Transfer Strategies
- Charitable Giving
- Succession Planning
ELDER CARE PLANNING
- Long-Term Care Planning
- Medicare and Medicaid Strategy
- Financial Security for Seniors
- Estate and Health Care Directives
COLLEGE PLANNING
- Savings Strategy Development
- Financial Aid Navigation
- Cost Management Advice
- Investment in Education Planning
OUR PROCESS
STEP 1: DISCOVERY MEETING
Discuss current life situation, values, dreams, clarify goals
Identify strengths, opportunities and challenges to reach those goals
Clarify WHO we are, WHAT we do, How we are paid
STEP 2: STRATEGY SESSION
Provide diligent review of current financial resources
Deliver clear recommendations and thoroughly defined action plan
Establish value and commitment
STEP 3: IMPLEMENT
Execute goal-oriented strategy
Allocate funds to agreed-upon investment strategies
Identify additional professionals needed for advanced planning
STEP 4: ADVANCED PLANNING
Health Care
Tax Planning
Estate Planning
STEP 5: EFFECTIVE OVERSIGHT
Consistent, periodic monitoring of progress and life changes
Review objectives and modify plan as often as needed to reach goals
Provide quarterly reports, correspondence and educational opportunities
TRINITY WEALTH FREE RESOURCES
PLAN - PRICE
Description
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CREDENTIALS
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CFP®
Certified Financial Planner
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RHU®
Registered Health Underwriter
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CASL®
Chartered Advisor in Senior Living
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ChFC®
Chartered Financial Consultant
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CLU®
Chartered Life Underwriter
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REBC®
Registered Employee Benefits Consultant®
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RICP®
Retirement Income Certified Professional®
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ChSNC®
Chartered Special Needs Consultant®
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CAP®
Certified Analytics Professional®
OUR TEAM
Andrew Hathaway, CCFS®
After years of dedicated work in wealth management and retirement planning, I've honed my expertise in helping clients secure their financial futures. Through meticulous planning and strategic investment strategies, I assist individuals and families in maximizing their wealth while preparing for a comfortable retirement.
My approach combines a deep understanding of financial markets with personalized strategies tailored to each client's unique goals and risk tolerance. Whether it's creating a comprehensive retirement plan, optimizing investment portfolios, or managing risk, I am committed to delivering holistic financial solutions that align with my clients' aspirations.
My goal is to empower my clients to make informed financial decisions and navigate the complexities of wealth management with confidence. I look forward to the opportunity to help you along your journey!
Andrew is a Certified College Funding Specialist (CCFS). He also has a Series 65 and life insurance licenses.
CRAIG STAVELY
Craig Stavely has been in the financial services for close to 15 years. His designations include: MBA, CFP®, RICP®, ChFC®, CLU®, ChSNC®, CAP®, CASL®, REBC®, RHU®. His passion is helping clients achieve their goals and his role at Trinity Financial is to make sure our clients are getting the most out of our process. His background in financial planning allows him to ensure our clients are ready for the out of pocket costs associated with college.
PAMELA D. WARRIOR
I have enjoyed over 15 years of assisting families and businesses with structuring life insurance and fixed income that fits their needs and objectives. Utilizing a consultative approach allows us to work together to determine the best strategy. Because of my years of experience, I have developed a keen understanding of underwriting requirements which assist in expediting processes and setting expectations.
My ultimate goal is to provide options and opportunities to help secure your family’s future.
Financial Wealth Experts
8354 E Northfield Blvd, Unit 3700
Denver, CO | 80238