Get in Touch with Our Advisors

Interested in learning more about Trinity Financial Group? Our team of financial advisors and planners are ready and available to discuss how we can help you achieve your retirement goals.

Why Trinity Financial Group?

Relationships are essential to life, therefore make them last forever. With that in mind, we believe in the importance of getting to know each of our clients. Trinity Financial Group understands that each client is unique, therefore each strategy should be too. Using our five-step process outlined below, we’ll work with you to build a customized retirement plan to lead you on the road to your ideal retirement.

Call Us

We love to talk on the phone and have someone in the office ready to answer your call.

OMAHA

LINCOLN

Email Us

Don't have time for a call, contact us via email and we will get back to you ASAP.

Visit Us

Stop by for a visit.

OMAHA

13520 California Street

Suite 200

Omaha, NE 68154

LINCOLN

8700 Executive Woods Drive Suite 200

Lincoln, NE 68512

Omaha Location

Lincoln Location

Ready to start a conversation?

Developing your custom retirement plan begins here. We’ll spend 15 minutes getting to know you and your needs to match you with an advisor committed to helping you achieve your retirement goals.

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Trinity Financial Group

Omaha Location:

13520 California Street
Suite 200
Omaha, NE 68154

Phone: (402) 502-1225

Lincoln Location:

8700 Executive Woods Drive

Suite 200

Lincoln, NE 68512

Phone: (402) 817-4474

¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/

²https://www.ssa.gov/oact/quickcalc/earlyretire.html

³https://www.ssa.gov/benefits/retirement/planner/delayret.html

⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html

⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html

⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm

Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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