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Financial Planning

Financial Planning Resolutions for 2021

December 31, 2020

With the start of a new year, many of us will devote time to reflect on accomplishments during the preceding year and identify goals that we would like to achieve in the new year. In addition to identifying personal goals, this time also presents an … [Read more...] about Financial Planning Resolutions for 2021

Filed Under: Financial Planning, Wealth Insights

The Type of Financial Planning Can Make a Big Difference

September 14, 2020

When seeking assistance in creating a financial or retirement plan, it is essential to understand the differences between goal-based financial planning and planning that relies on detailed cash-flow projections. The type of financial planning … [Read more...] about The Type of Financial Planning Can Make a Big Difference

Filed Under: Financial Planning, Wealth Insights

Early Retirement and Healthcare

June 18, 2020

Early retirement is a common financial goal that requires careful consideration of covering healthcare expenses before age 65 when Medicare eligibility typically begins. The cost of a severe illness or accident can devastate a retirement nest egg … [Read more...] about Early Retirement and Healthcare

Filed Under: Financial Planning, Wealth Insights

Managing Your Cash

May 21, 2020

You may have recently received an inheritance or annual bonus at work and now have a little extra money in the bank, and are wondering what to do with it. Consider having cash an excellent “problem” to have, and be aware of the possible options for … [Read more...] about Managing Your Cash

Filed Under: Financial Planning, Wealth Insights

What to Do Upon Death of a Family Member

February 28, 2020

In addition to coping with the grief of losing a loved one, family members are often responsible for the various financial and administrative tasks that must be done on behalf of the deceased. Death of a loved one can be overwhelming and may result … [Read more...] about What to Do Upon Death of a Family Member

Filed Under: Financial Planning, Wealth Insights

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Meet Our Team

  • Trey Wilkinson President and CEO
    Chief Investment Officer
  • Breck Bell Managing Director
    Wealth Strategist
  • Tony Garcia Director of Portfolio Management
  • John Hunter Director of Wealth Management
  • Silvia Zwick Office Manager
  • Lydia-Liou Relationship Manager
    Lydia Liou Relationship Manager
  • Ali Mills Wealth Manager

Recent Wealth Insights

Financial Planning Resolutions for 2021

With the start of a new year, many of us will … Read More about Financial Planning Resolutions for 2021

The Type of Financial Planning Can Make a Big Difference

When seeking assistance in creating a financial or … Read More about The Type of Financial Planning Can Make a Big Difference

How to Start Investing

Investing can seem daunting and overwhelming. … Read More about How to Start Investing

Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Copyright © 2023 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure