Category: Charitable Planning

Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
22 Jan 2024 Charitable Planning
Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
Those who’ve been blessed with wealth want to make a difference, but too often busy lives and careers leave them making last-minute, tax-driven donations at...
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At Trinity, you get the best thinking of a team of experienced professionals versus an individual advisor trying to do it all. We are intentionally organized to serve the needs of clients first. This results in constructive financial progress, while also delivering a deeper, more meaningful purpose for your assets.

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