The Triton Financial Planning Group Inc., established in 2015, has a team of CERTIFIED FINANCIAL PLANNERTM professionals with accounting experience that provide a full range of customized financial planning, investment management, tax planning services.
The firm is committed to holistic financial planning on a personalized basis.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.