Business Planning Services

Business planning develops a strategy to harvest the necessary wealth from your business for retirement. It focuses on retirement readiness for both you and your employees.

 

This service includes:
> Wealth Harvesting

Financial Planning Services

A financial plan is designed to show you where you are and present strategies on how to get where you want to be. The pieces below, provided in a financial plan, will act as a road-map to help you achieve your personal and/or business goals.

 

This service includes:
> Financial Organization
> Strategy Implementation
> Alignment of Objectives
> Asset Mapping
> Situation Analysis
> Retirement Readiness
> Income Planning
> Legacy Planning

Investment Strategies

Personalized investment strategies are designed for you based on your individual risk tolerance, goals and time horizon.

 

This service includes:
> Qualified Accounts
> Non-Qualified Accounts
> UTMAs

Risk Protection Strategies

After evaluating your individual or business needs, we develop an insurance coverage plan built for your specific situation.

 

This service includes:
> Key-Person Insurance
> Trust-Owned Insurance
> Long-Term Care Insurance
Hartung Brothers, Inc.

Hartung Brothers, Inc. was established in 1975 and has since grown from farming small acres to three main businesses spread across seven states. Learn how Dan Hartung and the Hartung family grew their company and how they are planning for the future by watching the video below!

Posted by Triumph Wealth Management, LLC on Thursday, January 17, 2019
Our Why

Celebrating a decade of Triumph Wealth Management, LLC, we are often asked why we do what we do.This video is our why!We are passionate about helping our clients make sound financial decisions and look forward to serving our clients for many decades to come.

Posted by Triumph Wealth Management, LLC on Tuesday, October 31, 2017
Cambridge Winery

Entrepreneurship is about taking advantage of the opportunities presented to you. Frank Peregrine and Laurie Tines Peregrine started Cambridge Winery with this thought in mind and have created not only a prospering winery, but a hospitality business as well. To hear more about their story, watch the video below!

Posted by Triumph Wealth Management, LLC on Wednesday, November 14, 2018