Why Triune Has No Minimums

You’ve heard those annoying ads on the radio… “If you have at least $500,000 of investable assets, give us a call!” What does that statement tell you about the firm that is doing the advertising? Perhaps it’s that a) they place their revenues ahead of their clients, or b) they don’t have time for what…

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We’re Looking For Our Next Generation Triune Advisor

We’d like to be clear from the start – Triune is always looking for that exceptional individual to be our next Resident-in-training, in hopes of becoming a Triune Advisor and Partner in the future. We have determined that our growth needs to be organic so that we can train and develop our next generation according…

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Happy New (401k) Plan Year!

Where did the time go? It’s 2017 already – are you ready for the New Year? Clients tell us that competition for top employee talent in the marketplace is intense. Congrats on offering a 401k Retirement Savings Plan to your team! Do you know how it “stacks-up”? Consider making a New Years Resolution to get…

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Open Enrollment

With open enrollment season here for many employees, it is time once again to delve into the exciting world of employee benefits. Unfortunately, not everyone seems to find this exercise quite as exhilarating as we in the financial planning business do. A recent survey by Aflac found that 23% of respondents would rather clean their…

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Is Bigger Better?

Recently I noticed a local Kansas City business magazine’s list of the “Top 50 largest financial advisory firms” in the Kansas City Area.  I was led from there to the “fastest growing companies in Kansas City”.  I then was confronted with a billboard listing a local hospital as #1 in everything imaginable. When I turned on the radio I heard…

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We’ve Moved

Big things are happening at Triune. Thanks to you, we are growing and expanding. From a new office, to a new partner, to the continued progress of our “Next Generation” financial planners, we have plenty to celebrate this summer – and we’re excited to share with you! A new office in Lighton II As we…

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Why your children need a Next Generation Triune Advisor

Do you want your children to share your strong values about money and possessions? Do you want to be able to discuss life decisions candidly with them, knowing you’re on the same page? Do you want them to work with a financial advisor who has been trained and mentored by someone you trust? I know…

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Five Reasons to have a Financial Planner as a Millennial

Think you need a top-tier bank account balance to swing a financial planner? Waiting to have kids before you pick an advisor? Here’s the reality: we all need financial planning, no matter what stage of life we’re in. Millennials, we’re ready to help. There is no such thing as being too young to plan. Yes,…

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Meet Jack Ford, Portfolio Specialist

Meet Jack Ford, Portfolio Specialist at Triune. His role at Triune: Jack is a Portfolio Specialist at Triune, where he trades client accounts, handles distributions, and develops efficient trading strategies. He’s been with Triune since July 2015. What he loves most about Triune: “I really like how the staff works with each other and lends…

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Four Decades of Perspective

These days we are seemingly under attack by a 24 hour a day news cycle in all forms of media. We all seem to know what happened yesterday and today, but can hardly remember what may have occurred as recently as last month, let alone 6 months ago. This is particularly noticeable in the reporting…

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