Triangulum Financial Partners
The triangle is the strongest and most stable of all geometric shapes, and 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
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.
Newsletters
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.