Over the past 20 years we have based our practice on client “centered” relational planning to help achieve your personal financial goals and needs. With that in mind, I have found that the best way to help my clients is by objectively meeting to share ideas and goals with NO pre-determined plan or agenda. I will put my years of financial planning experience to work for you and will offer suggestions and creative ideas to answer the questions/concerns you have. I often meet with your current planner and/or CPA to help achieve your retirement planning goals focusing on these main issues:

*PROTECTION FROM STOCK MARKET LOSS DUE TO MARKET VOLATITLITY.

*EARN DOUBLE OR TRIPLE INTEREST ON CD’S, WITH NO RISK TO PRINCIPLE BALANCE.

*REDUCE OR ELIMINATE TAXES ON SOCIAL SECURITY & INTEREST INCOME.

*PROTECT ASSETS FROM NURSING HOME COLLECTION IF YOU BECOME ILL.

*TAX FREE DISTRIBUTION OF ASSETS TO FAMILY AND OTHERS.

Testimonials

"Ralph Trigg is one of a kind. You can absolutely go to the Bank on his word. He has been most helpful with my entire family in directing our financial needs. He is a person who gives one hundred percent of his time to those in need. I have no hesitation in recommending my friends to him as I know they are in good hands when they are with him."

Thomas P. Allen, Jr.

Retired Federal Judge

 

"Ralph has always made himself available to assist my wife and I with our yearly financial planning and insurance needs. He is trustworthy, professional, and an extraordinary father to three children and a great husband to his wife."

John Cowens

Retired School Teacher

 

"For the past 7 years Ralph Trigg has been my Financial Advisor, and as we know, I'm probably not the easiest client to satisfy.  He has gone the extra mile for me many times.  His judgment is sound, has diversified my investments with minimal risk. He has always expeditiously followed thru, with detail to any concern I may have had. We have further developed a genuine friendship, and for that I'm grateful. Last, but certainly not least is Nicole.  Truly a joy to work with.  What a great Team at Trigg Financial.  I look forward to our continued relationship in future years."

Russ Lambeth

Retired Business Owner and CEO