WHO IS TRIUNE?
Triune is an independent financial advisory firm whose professionals hold themselves to ethical and performance standards which conform to time-honored Biblical principles. We combine technical excellence with a serious commitment to act out our own faith every day in the workplace.
Specifically, we provide answers to the most pressing financial questions our clients have, such as, "How will I ...:
- Know "how much is enough?"
- Stay on-track with my Financial Life Plan, given all of life's changes?
- Retire with dignity and financial independence?
- Know that my investment accounts are being managed efficiently and that my focus is on what I can control versus those elements which I have no control?
- Ensure that even if disaster strikes the "Breadwinner(s)," that my family will remain on-track financially?
- Cover the cost of health care when I am older?
- Pay for the next generation's college education?
- Care for my parents, if needed - while not becoming a financial burden to my own children?
- Prevent the forced sale of my family's assets to pay estate taxes?
- Find an independent advisory firm which shares my same life values, and with whom I can work collaboratively?