Single Individuals

Triangle Financial Services can help prepare you during any stage of life, but particularly when you are preparing for a life change. Consider us your partner during these crucial times, when you are:

  • Buying a house or moving
  • Changing jobs
  • Starting or selling a business
  • Planning for retirement
  • Incurring debt or repaying a debt
  • Donating to charity
  • Buying a car or other major purchase
  • Navigating Iowa inheritance tax
Our services

Your values about money, wealth and financial decisions are key to planning your financial future. We can help with:

  • Personal net worth statement
  • Portfolio and investment analysis
  • Accounts to address inflation and taxes
  • Management of cash-flow dividends and interest
  • Goal setting
  • Debt analysis
  • Savings plan
  • Life insurance review
  • Education savings plan
  • Pension analysis
  • Retirement income and distribution plan
  • Estate planning
  • 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!