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Trinity Family Financial Retirement Plans
Fixed Indexed Annuities (FIA)
A Fixed Indexed Annuity (FIA) is a retirement product that provides guaranteed income while allowing your money to grow based on a stock market index, such as the S&P 500. Your funds are protected from market losses, meaning you won’t lose money if the market drops. FIAs also offer tax-deferred growth, and you can receive lifetime income payments, making them a great option for those looking for stable retirement income without market risk or to transfer wealth to the next generation.
Variable Annuities (VA)
A Variable Annuity (VA) allows your money to grow based on investments in the market, such as mutual funds. While this offers higher growth potential than a Fixed Indexed Annuity, it also comes with market risk, meaning your account value can go up or down. VAs provide tax-deferred growth and can include features like guaranteed income riders and death benefits for your beneficiaries, making them a flexible retirement option for those comfortable with market exposure.
Money Market & Wealth Management Accounts
Money Market Accounts
Money Market Accounts
Money Market Accounts
A money market account is a low-risk savings option that offers higher interest rates than a regular savings account while keeping your money accessible. These accounts are great for short-term savings goals, emergency funds, or holding cash while earning interest. Unlike traditional savings accounts, money market accounts often come with limited check-writing or debit card access, giving you flexibility while keeping your funds secure.
Wealth Management
Money Market Accounts
Money Market Accounts
Wealth management is a comprehensive financial service designed to help you grow, protect, and manage your assets. Professional wealth managers create customized investment strategies tailored to your goals, whether it’s retirement planning, tax optimization, or estate planning. These services often include a mix of stocks, bonds, real estate, and alternative investments, ensuring long-term financial growth and security while minimizing risk.
Our Partners
- Foresters Financial
- National Life Group
- Medico
- Transamerica
- American-Amicable Group of Companies
- SureBridge
- Columbian Financial Group
- F&G Annuities & Life
- American Home Life Insurance Company
- AIG
- SILAC Insurance Company
- Guarantee Trust Life (GTL)
- Great Western Insurance Company
- Nassau Re
- CVS Health
- Mutual of Omaha
- Americo