Services

We will serve you with knowledge, integrity and professionalism so you can rest assured you made the right decision when you chose to work with us as your trusted advisors.

RETIREMENT INCOME PLANNING

One complication to a longer life is the greater possibility of outliving your savings. Learn More

ESTATE PLANNING

One complication to a longer life is the greater possibility of outliving your savings. Learn More

LONG-TERM CARE

About 70 percent of individuals over age 65 will require at least some type of long-term care services during their lifetime. Over 40 percent will need care in a nursing home for some period of time. Learn More

WEALTH PRESERVATION AND DISTRIBUTION

We suggest preserving your hard earned wealth in instruments designed to provide steady accumulation with added protection of your original principle. Learn More

About Trinity Wealth Group

COMPREHENSIVE FINANCIAL CONSULTING SERVICES

Trinity Wealth Group is a financial service company committed to providing a clear path for their client’s financial success. We have a team of local Advisors, CPA’s, and Attorneys who work together to implement quality financial solutions for individuals, families, and business owners. These financial solutions are designed to help empower our clients and assist them in fulfilling their financial goals.

About Kenn Davis

President and Founder of Trinity Wealth Group
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Kenn Davis

President And Founder
Kenn Davis has been actively involved in the financial markets for over 20 years as an Individual Investor and as a Trust Investment Officer for two large regional banks. Read more

Retirement News

STAY UP TO DATE WITH THE LATEST RETIREMENT NEWS. SCROLL OVER THE IMAGES TO READ THE ARTICLES.
The U.S. Trade Deficit; Should There Be Concern?

The U.S. Trade Deficit; Should There Be Concern?

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National Debt Ceiling Being Raised

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Trump Speaking

Trump Rally and the Effects He Has Had on the Markets

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183 Kestrel Lane, Boalsburg, PA 16827
kdavis@trinitywealthgroup.net
814-574-3209

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Trinity Wealth Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Trinity Wealth Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.