Financial Strategies for Confident, Purposeful Retirements
As your trusted partner, Triad Investment Management helps pre-retirees, retirees, and business owners navigate financial complexity and build a life they love—free from stress.
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We Get What’s at Stake
Whether it’s retirement timing, taxes, or leaving a legacy, we know the questions that keep you up at night. We listen, help you find clarity, and turn your worries into confidence in the path ahead.
Can I Really Afford to Retire—And Stay Retired?
Retirement is a big step. You want to know you’re prepared—financially and emotionally—to live the life you’ve imagined.
How Can I Keep More of What I've Earned?
Making the switch from saving to spending can feel uneasy. You want steady income that lasts, without worrying you’ll run out.
How Can I Take Care of My Family Financially?
You want to help your children and grandchildren reach their goals, while ensuring your own security and lasting impact.
Grab Your Free Money Mistakes Guide Today
Get our free guide to avoid common money mistakes, '7 Money Mistakes Pre-Retirees (& Retirees) Should Avoid.'
Your Trusted Wealth Partner
Whether it’s retiring with confidence, managing taxes, or supporting your family’s future, we help you turn uncertainty into direction—with advice that fits your goals, values, and lifestyle.
Built Around You
We align your plan to fit with your goals.
Designed to Work Together
We make decisions side by side with you.
Ongoing Support
We adjust your plan as your life evolves.
Life Is Changing. Your Plan Should Too.
Retirement brings new challenges and opportunities. Triad helps you adjust your strategy as life evolves, keeping your goals and income on track.
Confidence Comes from Connection.
You deserve a partner who truly listens. We coordinate every piece—investments, taxes, and estate planning—to make your financial life seamless.
Your Money Should Work for Your Life.
You’ve built success through purpose and discipline. We help ensure your wealth continues to support and protect the life you’ve earned.
The Team Supporting You
With 20+ years in retirement income, tax strategy, and legacy planning, we help you move confidently from saving to living—taking a hands-on approach so your wealth supports your life. Triad is based in Orange County, California.
Our 3-Step Process
Designed for successful pre-retirees and retirees, our 3-step process helps you move from uncertainty to clarity—creating a confident plan for the life you’ve earned.
Step 1
Are We a Fit?
Our first conversation is just 30-minutes simply focussed on getting to know each other—your goals, challenges, and what you’re looking for in an adviser.
It gives us a chance to make sure your situation matches our expertise.
Step 2
Discovery Meeting
We take a closer look at your finances, goals, and what’s most important to you.
Together, we uncover opportunities and begin shaping a path forward.
Step 3
Assessment Review
You’ll receive a simple, personalized summary that outlines your next steps.
It’s a clear starting point for building a plan that moves you toward your vision.
Book Your Free Assessment
Start with a pressure-free conversation about your goals, your plan, and what’s next. We’ll listen, offer perspective, and help you see your path forward with confidence.
