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Services

How We Can Work Together

Our team specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know one of the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Advanced Planning Strategies

Includes a personalized financial plan and a deeper dive on advanced planning topics.


Who is this good for?


If you have more complex assets, tax and/or legacy planning needs. We’ll coordinate with outside professionals like your CPA or attorney.


  • Personalized Financial Plan
  • Ongoing Financial Advice    
  • Investment Management    
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Personal Financial Plan

 Includes a full assessment of your finances or if you prefer, just one or two areas of your financial life.


Who is this good for?


If you just don’t know where to start, have never worked with a financial planner or if you’re looking for a second opinion on an existing financial plan.


  • Ongoing Financial Advice 
  • Investment Management 
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Ongoing Financial Advice

Includes the continuation of our financial advice and guidance after your financial plan has been delivered. 


Who is this good for?


If you’re looking for an ongoing relationship for your financial plan. We’ll meet regularly to monitor your progress and adjust your plan as your life and priorities change.


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Investment Management

Includes asset allocation and rebalancing, innovative risk management, portfolio enhancement and tax planning strategies.


Who is this good for?


If you’re looking for someone to manage and help enhance your investment portfolio. We’ll meet quarterly or annually to review your portfolio’s performance and strategies to help mitigate risk.

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Foundational Advice

Includes a high-level analysis and solution(s) for a specific need.           



Who is this good for?


If you have a specific need that doesn’t require a full analysis like purchasing a life insurance policy or setting up an individual retirement account.

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*Options listed are for illustrative purposes as individual engagements may vary 

For more information about our office and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tridentfinancial@prudential.com   |  262-218-4025