Financial Services

Trifecta Financial offers a wide range of financial, retirement and pension planning services using a diverse and proven group of financial products and fund companies.

Services Offered

  • Complimentary Portfolio Evaluation
  • Complimentary Early Retirement Evaluation
  • 401K Management & Planning
  • 403B Consulting & Planning
  • IRA and Retirement Planning
  • Lump-Sum Distributions and Rollovers from workplace plans
  • Pension Protection and Maximization (familiarity with CAT employee benefits)
  • Retirement Income Maximization
  • RMD Expertise
  • Roth IRA (Specialize in “back-door” Roth strategy)
  • Stocks, Bonds
  • CD Alternatives
  • Tax-Advantaged Investing & Municipals
  • Estate Protection Planning
  • Life Insurance (Term; Permanent, Variable, 1035 Exchanges)
  • Long-Term-Care Insurance
  • Assessment of Stock Options & Restricted Stock Units