CONSUMER BROCHURES

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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

SOCIAL SECURITY & RETIREMENT INFORMATION BROCHURES

 

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, healthcare & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Indexed Annuities?

*Please note that Trinity Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Trinity Financial may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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SERVICES

There are many financial products in the market, and so choosing the ones that can help meet an individual client’s needs can be complicated. We don’t believe in cookie-cutter solutions, every strategy we craft is tailor-made to help meet your financial needs and goals.  We are committed to providing a high level of service that stands apart from the rest.

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ABOUT US

Our staff consists of experienced professionals with a “hands” on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

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RESOURCES

Here are some useful resources to help you on your financial journey.    Click on one of the links below to access additional tools to help put the pieces together.