Protect Your Financial Future
Helping you most efficiently pay for college, and create a retirement income you can count on.
Some of the greatest risks to retirement are:
​✓ Running Out Of Money
✓ Inflation Eroding Spending Power​
✓ Market volatility
✓ Unpredictable Taxation*
OUR SERVICES
YOUR FINANCIAL FREEDOM STARTS HERE
Triangle Financial Strategies is your one-stop solution for college and retirement income planning. With powerful strategies and years of experience, we help you make sure your finances are secure for the future.
TRAIANGLE FINANCIAL STRATEGIES
WHY WORK WITH US
01
We assign your own admissions counselor to gather your information for FAFSA and CSS Profile preparation and filing. Also prepares your appeals for negotiation of offers.
02
We assign your own financial aid counselor to understand if your situation allows for this sort of assistance and how to maximize it.
03
We assign your own certified college counselor for your child to provide a detailed report outlining their aptitude and interests, schools aligned with their ability, and scholarships best suited for consideration. Always available to your child through the completion of their freshman year in college.
04
With over 28 years experience helping clients safely grow their money to pay for significant expenses like college, retirement cashflow, and capital purchases, we help clients bring predictability, tax efficiency, and peace of mind to their finances. Discover how we can do this for you.