UNLOCK THE POWER OF FINANCIAL ADVICE WITH OUR SPECIALIZED SOLUTION THAT ENCOMPASSES THREE KEY ELEMENTS
COLLEGE
As your child approaches the end of high school, you may find yourself grappling with a pressing question: How will we afford their college education? At Trinity Financial, we specialize in assisting families like yours in creating a comprehensive plan to increase college affordability while balancing education costs with other financial goals. Let us help you navigate this important milestone with confidence and peace of mind.
RETIREMENT
Do you find yourself prioritizing your children's college tuition over your own retirement savings? You're not alone. At Trinity Financial, we understand the challenges parents face when it comes to balancing short-term expenses with long-term financial security. That's why we're here to help you make informed saving decisions that not only benefit your children's education but also set you and your family up for long-term success. Let us guide you towards a brighter financial future.
INVESTMENTS
At Trinity Financial, we firmly believe that with a structured investing approach, you can create a financial plan that addresses both your children's education costs and your retirement planning. Our team is dedicated to helping you effectively manage and adjust your investment portfolio based on academic research and a focus on low-cost, tax-efficient investing. By leveraging these strategies, we can help you achieve your financial goals while maximizing your returns. Let us guide you towards a brighter financial future that supports both your children's education and your retirement.
AS SEEN ON
OUR STORY...
At Trinity Financial, our mission is to empower our clients to achieve subject mastery in financial planning. We are committed to being your trusted partner, providing ongoing support and guidance to help you make informed decisions about your money.
With our comprehensive approach, we cover all aspects of financial planning, from investments to college savings. Our goal is to build a lasting partnership with each of our clients, based on trust and a shared commitment to your financial success.
Unlike other financial planning services, we are here for the long haul. We believe in being there for you every step of the way, not just for a one-time sales transaction. Our team is dedicated to providing ongoing support and personalized advice to ensure you have the tools and knowledge to make empowered decisions about your finances.
Join us on this journey towards financial mastery. Let's build a partnership that will help you achieve your financial goals and secure a brighter future.
WHAT'S INCLUDED FOR COLLEGE
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- 529 Plan AdviceFinancial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- 529 Plan AdviceFinancial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- 529 Plan AdviceFinancial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)
- Need-based Aid Enhancement Ideas
- Merit-based Aid Enhancement Ideas
- Student Loan Projections
- College Pre-Approval™ Budget
- College Funding Gap Analysis
- College Savings Strategies
- 529 Plan Advice
- 529 Plan AdviceFinancial Aid Forms Filing & Renewals
- Student Award Analysis & Appeals
WHAT'S INCLUDED FOR FINANCIAL PLANNING
- Client Planning Portal
- Goal Creation & Timeline
- Net Worth Statement
- Emergency Fund Recommendation
- Retirement Planning
- Asset Allocation Selection
- Plan Stress Testing (Monte Carlo)
- Social Security Modeling
- Medicare Cost Planning
- Next Steps & Planning Prioritization
- Debt Management Decisions
- Employer Benefits Advice
- HSA Funding
- 401k & 403b Fund Recommendations
- Social Security Elections & Timing
- Pension Elections & Timing
- Goal Progress Tracking
- Client Planning Portal
- Goal Creation & Timeline
- Net Worth Statement
- Emergency Fund Recommendation
- Retirement Planning
- Asset Allocation Selection
- Plan Stress Testing (Monte Carlo)
- Social Security Modeling
- Medicare Cost Planning
- Next Steps & Planning Prioritization
- Debt Management Decisions
- Employer Benefits Advice
- HSA Funding
- 401k & 403b Fund Recommendations
- Social Security Elections & Timing
- Pension Elections & Timing
- Goal Progress Tracking
- Client Planning Portal
- Goal Creation & Timeline
- Net Worth Statement
- Emergency Fund Recommendation
- Retirement Planning
- Asset Allocation Selection
- Plan Stress Testing (Monte Carlo)
- Social Security Modeling
- Medicare Cost Planning
- Next Steps & Planning Prioritization
- Debt Management Decisions
- Employer Benefits Advice
- HSA Funding
- 401k & 403b Fund Recommendations
- Social Security Elections & Timing
- Pension Elections & Timing
- Goal Progress Tracking
- Client Planning Portal
- Goal Creation & Timeline
- Net Worth Statement
- Emergency Fund Recommendation
- Retirement Planning
- Asset Allocation Selection
- Plan Stress Testing (Monte Carlo)
- Social Security Modeling
- Medicare Cost Planning
- Next Steps & Planning Prioritization
- Debt Management Decisions
- Employer Benefits Advice
- HSA Funding
- 401k & 403b Fund Recommendations
- Social Security Elections & Timing
- Pension Elections & Timing
- Goal Progress Tracking
WHAT'S INCLUDED FOR ADVANCED PLANNING
- Income Tax Planning
- Life Insurance Analysis
- Disability Insurance Analysis
- Long-Term Care Insurance Analysis
- Employee Stock & Options Planning
- Annuity Planning (existing only)
- Charitable Giving
- Estate Planning
- Business Owner Planning
- Budget & Cash Flow Management
- Income Tax Planning
- Life Insurance Analysis
- Disability Insurance Analysis
- Long-Term Care Insurance Analysis
- Employee Stock & Options Planning
- Annuity Planning (existing only)
- Charitable Giving
- Estate Planning
- Business Owner Planning
- Budget & Cash Flow Management
- Income Tax Planning
- Life Insurance Analysis
- Disability Insurance Analysis
- Long-Term Care Insurance Analysis
- Employee Stock & Options Planning
- Annuity Planning (existing only)
- Charitable Giving
- Estate Planning
- Business Owner Planning
- Budget & Cash Flow Management
- Income Tax Planning
- Life Insurance Analysis
- Disability Insurance Analysis
- Long-Term Care Insurance Analysis
- Employee Stock & Options Planning
- Annuity Planning (existing only)
- Charitable Giving
- Estate Planning
- Business Owner Planning
- Budget & Cash Flow Management
WHAT'S INCLUDED FOR INVESTMENT MANAGEMENT
- Investment Policy Statement
- Account Setup & Transfer Support
- Low-cost Institutional Funds
- Rules-based Rebalancing
- Asset Location Tax Strategy
- Investment Performance Reporting
- Roth Conversions
- Capital Gain/Loss Harvesting
- Tax-Efficient Distributions
- RMD Execution
- Income & Gains Shifting to Minors
- Access to Trust Services
- Investment Policy Statement
- Account Setup & Transfer Support
- Low-cost Institutional Funds
- Rules-based Rebalancing
- Asset Location Tax Strategy
- Investment Performance Reporting
- Roth Conversions
- Capital Gain/Loss Harvesting
- Tax-Efficient Distributions
- RMD Execution
- Income & Gains Shifting to Minors
- Access to Trust Services
- Investment Policy Statement
- Account Setup & Transfer Support
- Low-cost Institutional Funds
- Rules-based Rebalancing
- Asset Location Tax Strategy
- Investment Performance Reporting
- Roth Conversions
- Capital Gain/Loss Harvesting
- Tax-Efficient Distributions
- RMD Execution
- Income & Gains Shifting to Minors
- Access to Trust Services
- Investment Policy Statement
- Account Setup & Transfer Support
- Low-cost Institutional Funds
- Rules-based Rebalancing
- Asset Location Tax Strategy
- Investment Performance Reporting
- Roth Conversions
- Capital Gain/Loss Harvesting
- Tax-Efficient Distributions
- RMD Execution
- Income & Gains Shifting to Minors
- Access to Trust Services
OUR PROCESS
COLLEGE FUNDING STRATEGY
Our strategy design team will develop a detailed financial plan to pay for any out of pocket college expenses in the most efficient way possible. Our goal is to help you get college costs paid for without tapping into savings or assets that are purposed for retirement or other goals.
RETIREMENT PLANNING
At Trinity Financial, we simplify financial and retirement planning into three steps:
1. Get Organized: We provide easy-to-use systems and technology to help you gather and organize your financial information.
2. Get a Plan: Our team will work closely with you to develop a personalized financial plan that aligns with your goals and aspirations.
3. Get Ahead: We offer ongoing support and guidance to help you monitor and adjust your plan as needed, ensuring long-term success.
Let us be your trusted partner in securing a bright financial future for you and your family.
INVESTMENT MANAGEMENT
Once we have a clear understanding of your priorities, we can guide you on how to invest your funds in a manner that aligns with your goals and values.
TRINITY FINANCIAL FREE RESOURCES
PLAN - PRICE
Description
Financial Aid Expertise & Support
Complete your FAFSA in confidence with our team of financial aid experts
Assist in financial aid appeals
Financial Aid Calculator
Know what schools expect you to pay
Assess your family's financial situation
Your key to federal financial aid
Find More Scholarships
Merit-based scholarship search
Search 15,000+ merit-based scholarships
Quickly access requirements, rules, regulations, and applications
CREDENTIALS
Certified College Funding Specialist
THE standard of excellence for college financial planning. The certification course itself is recognized by the Certified Financial Planner (CFP®) board as continuing education.
Series 65 License
Designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), the Series 65 is an exam and securities license required for individuals to act as investment advisers in the US.
Certified Insurance Consultant License (Life & Health), Individual
Designated by the National Alliance for Insurance Education & Research as competent in understanding and recommending Life and Annuity Policies, Business Life Concepts, Health Insurance, and Employee Benefits.
The College Authority
is a network of college funding advisors whose main goal is to help families successfully undertake the complex college admissions and financial aid process.
The College Authority's unified mission is to help educate and deliver families of college-bound students FREE college admissions, financial aid, and college funding resources.
OUR FOUNDERS
Andrew Hathaway, CCFS®
After years of working with my clients and helping them plan for retirement, it became clear to me that paying for college is one of the biggest barriers to a secure financial future.
Over the course of time, I began to learn about different strategies available to maximize financial aid and to reduce out of pocket costs. With my background in financial planning, I was able to combine these two disciplines to save parents time, energy, money through the process of sending their children to college.
Our goal is to prevent you from becoming a casualty of the "system" before your kids go to school, not after.
Andrew is a Certified College Funding Specialist (CCFS). He also has a Series 65 and life insurance licenses.
CRAIG STAVELY
Craig Stavely has been in the financial services for close to 15 years. His designations include: MBA, CFP®, RICP®, ChFC®, CLU®, ChSNC®, CAP®, CASL®, REBC®, RHU®. His passion is helping clients achieve their goals and his role at Trinity Financial is to make sure our clients are getting the most out of our process. His background in financial planning allows him to ensure our clients are ready for the out of pocket costs associated with college.
College Planning Experts
250 Filmore St, Ste 150
Denver, CO | 80206
Email Us
andrew@hathaway-companies.com