Financial planning at this stage of life might leave you wondering: Do I have enough to retire on? How do I calculate retirement savings by age? How do I replace my income? We want to help you build and implement a personalized retirement income strategy plan, so you can truly enjoy your retirement with peace of mind. You deserve it!

Triangle Financial Services can help you plan for your future at any point, but particularly when you are preparing for a life change. Consider us your partner during these crucial times, when you are:

  • Leaving a job or retiring
  • Selling a business
  • Buying a house or moving
  • Coping with a death in the family
  • Incurring debt or repaying a debt
  • Facing a serious health issue
  • Donating to charity
  • Buying a car or other major purchase
Our services

You’ve worked hard throughout your career, and deserve to retire to a life free of financial worries. We can help with:

  • Portfolio optimization and customization
  • Accounts to address inflation and taxes
  • Management of cash-flow dividends and interest
  • Pension analysis
  • Retirement income and distribution strategy plan
  • Estate planning and gifting
  • End-of-life planning

Please contact Triangle Financial Services to schedule a complimentary initial consultation with one of our fabulous advisors. We look forward to helping you grow, preserve and enjoy your wealth!