trivett wealth management
ASSET PROTECTION
We believe in a disciplined, goal-oriented approach to managing your wealth. This includes focusing on long term goals and not day-to-day market swings.
Are you saving enough today in order to create a future full of choices? Will you outlive your income or the other way around? We can put an exact dollar amount on these questions.
What will it cost to send my child to college? What is the most efficient way to adequately prepare for higher education?
EDUCATION PLANNING
FEE ONLY CONSULTING
What happens to you and your family if your income stops due to death or disability? We offer a comprehensive review of life, disability, and long-term care insurance contracts. We represent many of the largest and highly-rated insurance carriers in the industry.
RETIREMENT PLANNING
We, along with your attorney, can help make sure your final wishes are carried out. This includes asset disposition, business continuation, and estate liquidity.
For those looking for a detailed written financial plan, we offer objective fee-only consulting services.
INVESTMENT MANAGEMENT
ESTATE PLANNING
Securities offered through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc. Trivett Wealth Management and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.