“Welcome and thank you for joining us on our website today. We look forward to sharing our goals and philosophies concerning the planning we do for our clients. In a sea of wealth and financial planners, we hope we can be that beacon in the storm. In today’s ever changing economy, it is more critical than ever to have a secure financial foundation that is not based on the whims and trends to today, but based on long-term proven and successful strategies that have weathered many storms. At Trigg Financial Group, PLLC, our goal is to ensure a long-term, sustainable management of your estate and to help create a legacy for the generations to come. We look forward to working with you and to help accomplish your vision and goals for your estate.”
-Ralph M. Trigg, CEA
Our Team is Dedicated to Your Success
Trigg Financial Group, PLLC was created out of a vision in 2002 to create a financial platform of wealth management that did not put the client’s wealth at risk to the unnecessary fluctuations of market cycles, trends, and economic meltdowns. Our investment strategies are designed to do one thing: offer consistent growth using a conservative approach that has produced winning results year after year, including through 2008 and 2009. We desire to be a true financial planning and estate firm based upon the principle of client first; and secondly: transparency. It will always be our objective to make sure that you are a part of the planning process and we look for your planning goals and needs.
As the phases of your life evolve, we will make sure the proper platform is in place to support your lifestyle and needs while always aggressively working toward the most tax advantaged planning possible. We will grow our practice within a very strict parameter to ensure we never lose the personal relationship with our clients. Your thoughts, opinions, and goals are always a highest priority.