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
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.