Trinity Portfolio Advisors, LLC

Financial planner in Southlake, TX (show on map)

Trinity is a financial planning firm that helps clients align their wealth with their values.

About

Trinity Portfolio Advisors is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that defines goals, examines current reality, develops a personal strategy, reviews progress, and makes adjustments where needed.

The firm offers wealth management, financial planning, retirement plans, business succession, and estate planning services.

Values-Based Financial Planning

Industry-Specific Expertise (Veterinary Services)

Comprehensive Wealth Management

Personalized Retirement and Estate Planning

Services

Wealth Management

We manage a variety of strategic portfolios with one goal: to dutifully protect and carefully grow client's hard-earned investment assets.

Strategic Asset Allocation Fixed Income Portfolios Globally Diversified Equity Portfolios Risk Managed / Balanced Portfolios Alternative Investments / Non-Market Related Asset Servicing Online Access Account Information Reporting Third Party Audit and Return Analysis Automatic Cash Processing Services IRA Management

Financial Planning

Advanced Strategies Designed to Protect and Develop Personal and Family Wealth.

Family Office Services Retirement Planning Estate Plan Strategies Tax Strategies Wealth Transfers Business Succession Asset Protection Strategies Insurance and Risk Assessment Charitable Giving Strategic Borrowing Family Wealth Planning Special Care Planning Industry Specific Planning Business Valuations Buy/Sell/Partnership Agreement Design Investment Opportunity Evaluation and Assessment

Retirement Plans

Innovative Corporate Retirement Plans that work for the Business Owner.

Plan Advisory / Defined Contribution Plans Plan Advisory / Defined Benefit Plans Design Enhancements Fiduciary Strategies Improved Investment Accessibility Top-Of-Peer Investment Monitoring Plan Sponsor and Participant Education Regular Review and Consultation Cost / Efficiency Analysis

Business Succession

Transferring Businesses Efficiently and Effectively.

Business Valuations Marketability Efficient Transference of Ownership Family Business Succession Strategies Tax Strategies Asset Protection and Liability Issues Partnership Agreements Buy/Sell Agreements Gifting Strategies Retirement Planning

Estate Planning

Conveying Wealth and Values to the Next Generation.

Estate Tax Strategies Efficient Transfer of Wealth Trust Formation Asset Protection Strategies Values Based Design Charitable Giving Special Care Family Education Advance Medical/Health Care Directives

Veterinarian Services

Empowering veterinarians to financial independence through personalized financial planning and industry-specific insights.

Personal Financial Planning Practice Financial Analysis Succession Planning Transaction Advisory 401(k) & Retirement Plans Veterinary Practice Compensation Benchmarking