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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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.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.