Triangle Financial Services

Grow. Preserve. Enjoy.

Triangle Financial provides solutions and coaching to assist you in growing your portfolio, protecting what you value most, enjoying your finances. building wealth.

SMALL BUSINESS SOLUTIONS

As a small business owner, you know offering benefits can attract committed and valuable employees, but you’re too busy to manage your employee benefits and HR responsibilities alone.  We hope to take some of the paperwork and headache off your hands and help you grow your business. 

Concierge for Small Businesses

What do we do?

Triangle Financial works on your behalf giving you the time you need to do what you do best.

Triangle Financial works on your behalf giving you the time you need to do what you do best.

  • Review, Set Up, and Maintain Retirement Plans (401ks, Simple IRA, SEP IRA, etc.)
    • Employee education events
    • Employee sign up events
    • Annual review of plan fees, investment choices, and plan documents/disclosures
  • Review, Set Up, and Maintain Group Life Insurance and Disability Insurance
    • Regular check-ins to keep current employees covered
  • Coordinate Group Health Insurance
    • Health Savings Accounts (HSA) 
  • Succession Plan Review
  • Key Employee Benefits
    • Key person insurance
    • Deferred Comp

We can also:

  • Work with your other professionals to manage taxes, HR responsibilities, accountants
  • Help find solutions to other obstacles you may have:
    • Corporate cell phone plans
    • Employee incentives/bonus programs
    • Property, casualty, & liability insurance reviews

Securities and Advisory Services Offered Through Harbour Investments, Inc.
Securities Licensed in IA, AZ, CA, CO, CT, FL, HI,  IL, KS, MN, MO, NC, ND, NE, NY, TX, WA, WI

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Member FINRA/SIPC