Welcome! We appreciate your visit & interest in us.

At Trinity Financial Partners, we are dedicated to serving businesses and high-net worth families.  We seek to help them achieve their financial goals.  Our team of highly specialized professionals is here to provide clients with advisory services and tools to design and implement tax efficient strategies to help grow and preserve their assets. 

As a member of the Partners Financial Group, an independent national financial services company, we have access to sophisticated resources that are used to help meet client goals & objectives.  Our registered representatives are registered to conduct securities business through NFP Securities, Inc. or Financial Network Investment Corporation.  We have preferred relationships with a variety of top rated asset allocation firms and insurance carriers to insure clients against risk.  With these resources in place we are confident that we can facilitate the complex corporate and personal financial decisions our clients face each day.
 
We at Trinity Financial Partners care about our clients and take the time to get to know & service them.

 

GLENSIDE OFFICE
119 S. Easton Rd.
P.O. Box 489
Glenside, PA 19038

Ph: 215.887.4750

Fax: 215.887.475

ONTARIO OFFICE
901 Via Piemonte, Suite 150
Ontario, CA  91764
Ph: 909.481.4000
Fax: 909.481.4001

WAYNE OFFICE
137 Pennsylvania Ave.
Wayne, PA 19087
Ph: 610.687.8040
Fax: 610.687.8041

LEHIGH VALLEY

OFFICE
3477 Corporate Parkway, Suite 155
Center Valley, PA 18034
Ph: 610.336.0220
Fax: 610.687.8041

 

 

EMAIL US AT: trinityfp@trinityfp.com     

 

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

More Newsletters →