Trinity Wealth Management Group

401(k) rollovers to IRAs are among the services offered by this veteran-owned, independent financial planning firm. Trinity Wealth Management Group works with individuals, families, and small businesses on financial planning, investment management, retirement income planning, and small business retirement plan management. Its services also include college funding solutions, life and long-term care insurance, and tax diversification strategies for high-net-worth investors. The firm describes its planning process as Educate, Assess, Strategize, and Implement. Clients can receive complimentary portfolio reviews and one-on-one guidance from a financial advisor, with access to professional asset managers. Its multi-generational approach includes financial education for clients and their families. The firm provides estate planning advice and guidance, but does not offer legal or tax advice.