Who We Work With
Triton Financial offers a unique approach to helping individuals and business owners reach financial success. Your financial growth and fiscal health are the most important aspects of our business. Good financial advice and sound investment selections are available to any individual or business that has taken the time and expended the energy to acquire even modest wealth. However, financial security does not happen by accident. You spend long hours making you and/or your company successful, but often have little time to plan or fully understand where or how to best invest your individual wealth or retirement savings.
Financial security, tax reduction and inflation protection all take time to plan and expert knowledge to successfully achieve. This success is necessary today to guarantee your future, your business's future, and the future of all those who depend on your investment decisions.
For individuals facing many of life's challenges, effectively managing your investment portfolio in light of tax consequences, family planning strategies, estate considerations, and market selection can be a complex and sometimes overwhelming task. Our financial services enable you to achieve returns on your investments based on your risk tolerance while preserving capital and maintaining your financial security. We help individuals set up and manage investment portfolios, IRAs, trust accounts, estate accounts and accounts for children or grandchildren.
By developing a plan that matches your individual needs, you can minimize risk and ensure you and your family have the necessary funds for all of your life's events.
Small to medium sized businesses
For small to medium sized businesses, we provide advice and assistance in setting up and managing their profit sharing plans, 401(k) plans, defined benefit plans, and other pools of assets.
If you are looking for a firm to partner with for all your financial needs, give us a call. Contact us to schedule your free, introductory consultation.
Listen to Bob live on his weekly radio show every Wednesday at 10:00 a.m. on WCRN AM 830.
Or listen to excerpts from the show via the Financial Focus blog.
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