Trinity Financial Services

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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(305) 233-7751Call Visit WebsiteVisit Website Map & DirectionsDirections7642 SW 169th StPalmetto Bay, FL 33157 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 7:00 pm

Places Near Palmetto Bay with Financial Planning Consultants

South Miami Heights (7 miles)
West Kendall (7 miles)
Old Cutler (8 miles)
Coral Gables (13 miles)

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General Info: Trinity Financial Services located in Miami, provides comprehensive retirement income planning, social security maximization, and insurance services to individuals in the Miami, Florida area including Miami-Dade County. Trinity Financial Services has provided professional retirement income planning to Floridians since 1982. Call us today for a complimentary no-obligation consultation.
Payment method: cash, amex, invoicing available, master card, visa
Neighborhood: Palmetto Bay
AKA: Trinity Financial Svc
Other Link: https://trinityfinancialsfl.com/contact-us
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Retirement Planning Services, Taxes-Consultants & Representatives

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Details

Phone: (305) 233-7751

Address: 7642 SW 169th St, Palmetto Bay, FL 33157

Website: https://trinityfinancialsfl.com/contact-us

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Trinity Financial Services

Tax Planning
Charitable gifts, IRAs, capital gains: these are just a few factors that can influence how much you make in taxes. If you live in South Florida and are planning for retirement, chances are you already have a strategy in place. Whether that’s taking the standard deduction or hiring an accountant to go over all your options, your tax plan is probably one you’ve honed over the years.

Retirement Planning
Receiving this kind of help isn’t always possible at a bigger financial firm. It’s easy to get lost in a crowd there, even if the larger financial firms seem like they have more resources at their disposal. However, a boutique retirement firm like Trinity is different. The staff’s strategy is based on their relationships. So rather than push the most popular financial products of the day, they structure clients’ finances based on their personal goals. So, whether you want to secure your monthly income through properties, stocks, or rare collectibles, you can trust that your retirement planning is on track in Dade County.
Annuities
Whether you favor fixed index annuities or property investments, there are multiple ways to build your income during retirement. The goal of a good financial advisor is to ensure that you have enough coming in to both cover your expenses and allow you to maintain the lifestyle you choose. To do this, they have to get to know what you’re looking for. They also have to understand the complex details of programs like Social Security and tax codes, so you don’t leave any money on the table.
Long Term Care
Chronic conditions, unexpected injuries, hereditary disorders: there are a number of reasons why you might need long-term care (LTC) after you retire. If you’re unsure of how you’ll pay for something like home care or a nursing home, long-term care is a type of insurance designed to help people in the Miami Metro area protect their savings for themselves and their descendants.

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