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!
