Triangulum Financial Partners

The triangle is the strongest and most stable of all geometric shapes, and as such, has been a symbol of strength and stability since ancient times.   Triangulum, the Latin word for triangle, embodies the strength and stability that is created by combining our People, our Process, and the broadest possible access to Products.  At Triangulum Financial Partners (TFP), you will find People, our Process, and the right Products produce results that will stand the test of time.

 People

It was Andrew Carnegie, at one time the world's richest man, and greatest philanthropist, who said you could take away his factories but leave his people and soon he would have a new and better factory.  It is the people that power an organization, and the people at Triangulum Partners are those who question, challenge, innovate and improve the process.

     Process 

 "There's a better way - Find it, " read a sign posted on the wall of Thomas A, Edison’s laboratory.  This same dedication to find a "better way" drives the People of Triangulum to ensure the discovery and proper deployment of products.

    Products

It is only through the combined resources of a national network of specialists that a comprehensive inventory of competitive and appropriate investment, insurance and financial products can be brought to the table for the solution of client problems.  It was a determination to establish such a national resource that brought into being National Financial Partners.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

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