Trinity Financial Group
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When you work with us, you become part of our family. We're committed to developing lasting relationships with each individual and family service."
Let us guide you from success to significance! Reach out now to get started👉https://www.trinityne.com/ Whether you're looking for a way to preserve your hard-earned retirement assets from the ups and downs of the market or provide a legacy for those you love, you deserve the highest level of service and a personalized retirement plan. We'll start by listening and understanding your level of risk t
Happy Fourth of July!
We hope your day is filled with family, friends, and plenty of fireworks.
Have a safe and happy holiday!
Two years ago, Omaha named us best in financial planning. Then you did it again in 2025. We’re a local team that believes retirement should be full of meaning, purpose, and significance, and your support has meant everything.
Best of Omaha 2027 voting opens Today, July 1.
We’d be honored if you could help us make it three!
👉Vote Now - https://lnkd.in/gN3jNxEZ
06/21/2026
Behind every financial plan is something worth protecting and for many of us, that’s family.
This Father’s Day, we’re celebrating the dads of Trinity Financial Group: Matt, Ryan, Jordan, and Scott. Their dedication to their children inspires the same commitment they bring to helping families build meaningful futures every day.
At Trinity Financial Group, our mission is to help clients move from Success to Significance, creating a legacy that extends beyond wealth and into the lives of the people who matter most.
From our Trinity family to yours, we wish all fathers, grandfathers, and father figures a Happy Father’s Day!
The road to Omaha is one of the most exciting traditions in sports, and we're proud to call this city home.
There's nothing quite like the energy that takes over our city during the College World Series. From unforgettable moments on the field to fans filling the stands, it's a tradition built on passion, dedication, and teamwork. Success on the field doesn't happen by accident. It takes preparation, discipline, and a clear vision. The same is true when it comes to planning for your financial future.
At Trinity Financial Group, we're committed to helping our clients move from Success to Significance. That means building a strategy that not only supports their goals but creates a lasting impact on the people, organizations, and causes they care about most. Here's to big dreams, championship moments, and another unforgettable summer in Omaha!
⚾ As you enjoy the excitement of the College World Series, let's talk about building a game plan for your retirement. Contact our team to get started🎉
👉www.trinityne.com
06/11/2026
Matt was recently featured in Kiplinger discussing one of the most overlooked aspects of retirement planning: investment costs.
While we can't control the markets, we do have some control over what we pay in fees and over time, that can make a significant difference in retirement outcomes.
đź“– Read the full Kiplinger article on our website www.trinityne.com
From all of us at Trinity Financial Group, thank you to those who served and the families who continue to carry their legacy.
05/10/2026
Today we’re celebrating all of the amazing moms in our community and our clients, especially and .m.stubbe We’re grateful for all they do for their families and feel lucky to have them as part of the Trinity family ❤️
Happy Mother’s Day from all of us at Trinity Financial Group!
Roses are red. Markets are blue.
“You compound my interest”… and we are grateful for YOU
Our Valentine video is full of fun lines like
“Our friendship is more diversified than a target-date fund,”
“Call me a 401k because you are growing old with me,”
and “You made this bear market feel like a teddy bear market.”
👉Watch the full message below.
❤️Thanks for letting Trinity Financial Group be part of your journey from success to significance.
New website. Same mission.
We recently launched a refreshed experience at www.trinityne.com, built to better share how we help you bring meaning, purpose, and significance to every moment in retirement.
From tailored retirement strategies to confidence-building financial planning, our updated site shows what makes Trinity unique:
🔹disciplined guidance
🔹meaningful outcomes
🔹relationships that last a lifetime
👉 Explore the new site: www.trinityne.com
Click here to claim your Sponsored Listing.
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Address
7921 W Dodge Road
Omaha, NE
68114
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |