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