Triune Financial Partners

Triune is hiring! We're looking for values-focused financial planning professionals to join our team as a Service Advisor or Lead Advisor. If you or someone you know is an experienced financial advisor who's passionate about helping others gain financial freedom, we'd love for you to apply to work with us! Learn more here:?https://lnkd.in/gCVwxwP6 #hiring #jobopening #jobpost

We are excited to welcome John Scherschligt (think, these roads are “sure slick”) to Triune as a Retirement Plans Associate! ?? John’s addition lends depth to Triune’s experienced Retirement Plans team. Effective immediately, he is assisting to serve both 401(k) & 403(b) Plan participants as well as their respective employers to effectively navigate their retirement plan’s landscape. He encourages people to not be afraid of asking questions or talking about money. He has learned that money is not the most important thing in life, but it can make life harder if you must worry about it. John is a newlywed, a traveler, a reader, music lover and a lifelong learner – with tremendous wit and curiosity. We are thrilled to have him on board! Please join us in welcoming John!

We are excited to welcome Thomas Elms, CFP?, EA, SE-AWMA? to the Triune team as our newest Financial Life Planner! ?? Thomas brings with him several years experience of working with clients,?specializing in serving business owners, high-earning millennial families, and professional athletes nationwide. His expertise in navigating complex financial situations and presenting simple, effective strategies will be invaluable to our clients. Thomas is passionate about working with driven, collaborative individuals who value a trusted team of advisors. With his impressive credentials and dedication, we're thrilled to have him on board. Please join us in giving Thomas a warm welcome!

At Triune Financial Partners, we've seen firsthand the unique challenges tech workers face with concentrated stock positions. In this blog, find out why diversifying your portfolio is essential and initial steps you can take to diversify. #moneytalk #investing #stock

Aligning your values with your financial goals will help you to stay on track (or get back on track if you get knocked off), and will facilitate greater financial wellness along the way. Because as they say, it’s about the journey, not the destination. Learn more in our latest blog by Bryan Gum, CFP?. #financialplanning #financialfreedom #moneytalk

Thank you VetPartners for giving us the chance to collaborate with you and write a blog! If you're wondering whether you have the right retirement plan for your practice, check out our article below. And feel free to reach out if you're looking for expert guidance as you assess your current plan. #veterinarypractice #retirementplans

Do you know if you have the “right” retirement plan? There is not a one-size-fits-all solution for retirement plans. Each company’s specific demographics, cash flow, and goals should factor into the equation. Read our latest blog on VetPartners to learn more. #retirementplanning #401k #simpleIRA

Business Owners! Wondering what you could do to improve your tax liability? Join us tomorrow! ?? (or at least sign up so you get the FREE WEBINAR REPLAY)

Don't miss out! Join me, Geoff Huber, CFP?, CKA?, ChFC?, CLU? and Brett Robertson, CPA for a special webinar event THIS Thursday! We’ll be providing resources and tips on: ?? End-of-Year Tax Planning ?? 401(k)/Retirement Planning ?? Financial Wellness ?? And more! Spots are limited; click the ?? below to register today! https://rb.gy/c74mqn