Triangle Financial Services

Our Vision

At Triangle Financial Services, we believe everyone has the potential to achieve financial success and live a fulfilling life. We partner with individuals and families in Central Iowa to create personalized financial plans that align with their unique goals and aspirations.

Our Values

We operate based on core values that guide our decisions and interactions:

• Collaboration: We believe in shared learning and discovery, working alongside our clients to achieve common goals.
• Compassion: We treat every client with empathy, respect, and understanding, acknowledging the emotional complexities of financial planning.
• Transformation: We empower our clients to take control of their financial lives through informed decisions and regular progress tracking.

Wealth Management

• Comprehensive financial planning for individuals and families
• Investment management for retirement accounts and other investments
• Estate planning and wealth preservation strategies

Retirement Planning

• Customized plans for maximizing retirement accounts like IRAs and 401(k)s
• Strategies for achieving financial security in retirement
• Analysis and optimization of current plan offerings

Divorce Planning

• Financial guidance through the emotional rollercoaster of divorce
• Creating a comprehensive plan to address financial assets and debt
• Negotiating alimony and child support agreements

Young Parents & Single Individuals

• Personalized planning for financial stability and security
• Strategies for establishing financial independence
• Debt management and budgeting guidance

Our Approach

We take a holistic approach to financial planning, considering your entire financial life. We work with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation
• Develop a personalized plan for achieving your goals
• Implement strategies and track your progress
• Review and adjust your plan as your life evolves

Experience the Triangle Difference

At Triangle Financial Services, we differentiate ourselves by:

• Independent and objective: We are not beholden to any large corporation, allowing us to prioritize your needs and interests.
• Holistic approach: We believe in considering your entire financial life, not just specific investments.
• Compassionate and caring: We understand the emotional and personal significance of financial planning.
• Long-term relationships: We commit to building strong partnerships with our clients, evolving alongside them throughout their financial journeys.