OUR SIMPLE AND EASY PROCESS

YOU DESERVE A SECOND OPINION

Veterinarians face unique financial challenges:

• How do I align my business & personal financial goals?

• How much should I be re-investing to grow my practice?

• Is my retirement plan right for me? My employees?

• Do I have the right advisors to help me grow my practice and my personal wealth?

• How should I strategize paying off debt?

• When does selling my practice make sense? (if at all?)

• Have I identified every viable exit strategy (children, managers, technicians, etc.)?

Triune’s partners have decades of experience among them, helping Veterinarians make smart financial decisions for their families and their businesses.  We understand the veterinary industry, and we respect the hard work and compassion you bring to your practice. Our independent, transparent and collaborative process is designed to help you master your money — at work and at home — and achieve lasting financial freedom.

WHY TRIUNE?

Fiduciary • Fee Transparency • CFP® Professional

Just like you put your patients and their families first, we serve our clients as a Fiduciary, which means we act in your best interest 100% of the time. We’re also completely independent, so we aren’t affiliated with any other financial institution, which means we make recommendations with one goal in mind—yours.

At Triune, there are no hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid. We believe in full fee disclosure so our clients always know what our services cost, up front.

Beyond ensuring we are the “right fit”, we believe we should be hired for our professional competence. That is why all of our Partners are CERTIFIED FINANCIAL PLANNER™ Professionals.

OUR SERVICES INCLUDE:

• Aligning Business & Personal Financial Goals

• Cash Flow & Budget Planning

• Investment Management

• Retirement Planning

• Retirement Plan (for your practice)

  • 401(k), Profit Sharing Plans, etc.