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
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Lease Payment
How much would your monthly lease payment be?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?