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Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path.


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You Got This!

We understand how important it is for you to meet your financial goals and plan for success in your future. But we also understand how much time and energy it can take, and that working on your financial future may fall by the wayside.

Your Greatest Assets

Sometimes it helps to know someone is in your corner. Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future.

Not Your Fathers Retirement

Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.

A Lesson In Educational Planning

They've spent 18 years teaching their child. But when it comes to funding an education, parents may be the ones who need a lesson. Learn how we help guide families on strategies and options for funding education.


Taking Care

Caregiving responsibilities primarily fall to women—a reality that can impact their ability to plan and save for retirement. Learn how to plan for your financial future so that caring for your family doesn't have to mean sacrificing your financial security.


Young At Heart

The world looks different today than it did for your parent's generation. Similarly, retirement looks different too. Learn how we can work together to develop a comprehensive plan for a secure and prosperous retirement.

Leaving A Legacy

Enjoying your retirement also means planning for what's next. See how we can work together to create an estate plan that can help ease the transition and protect your family.

Protecting Those You Love Most

Learn more about financial strategies that can help women protect themselves and their families, should something unfortunate occur.


Business Planning

When the time comes, it’s important that you’re prepared for a smooth ownership transition of your business. This video explains how we can work together to prepare a plan for you.

Buy or Lease a Car

Your children may need some guidance when it comes to deciding whether or not to buy or lease a car. This video helps explain the benefits and drawbacks of each option.

Digital Advice

Having a financial plan can give you the confidence to invest with your entire financial picture in mind. Our self-guided, digital planning tools are backed by expert advice so you can begin building your financial future with the personalized support you need.

Get Started

Take the first step toward achieving your dreams by setting goals and making a plan for your future.

Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Annual Review

A lot can happen over the course of a year. Your annual review will ensure that your financial plan aligns with your investment goals.

Creative Planning

Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle.

How To Reduce Debt

Debt, if not managed correctly, can be a disaster to your financial health. This video talks about how you can manage and minimize your debts.

How To Save For College

It’s never too late to start saving for your child’s college education. This video identifies college funding strategies that can help you afford the high price of higher education.

Irrevocable Insurance Trust "ILIT"

Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies.

Retirement Education

It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video.



Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video.

Who We Are

Our planning expertise will pave your personal "Yellow brick road" to financial success.

War for Your Wallet

It’s hard to fight the urge to splurge. This video explains how you can spend wisely and start saving for tomorrow.


Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to you and your family.

The Power of the Entrepreneur

Business owners work around the clock to take care of their customers, employees, and family. That’s why they need an advisor team to help take care of them.


Life Insurance

Proper life insurance is the cornerstone of your family’s financial plan. Watch this video to find out how you can get prepared.


The Power of a Trust

Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

Retirement Income Education

Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.


Spend Less Than You Earn

Do your children know the golden rule of personal finance? Help them avoid debt by showing them this short video that emphasizes the importance of spending less than you earn.

How To Save For Retirement

Let’s make sure you’re prepared for retirement. Check out this video to see if you’re on the right track.

Investment Policy Statement

Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.

Goal Planning

However you see your tomorrow, the best time to plan for it is today. Find out how we can help.

Graduating Into Financial Freedom

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.

Healthcare Planning

Are you prepared for future Healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of Healthcare in retirement.

How Do I Budget

Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today. 

The advice provided in these videos are for general advice only. They have been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation, and needs. Where quoted, past performance is not indicative of future performance. Triumph Capital Management and eMoney disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice. Investing in securities is subject to a number of risks and is not suitable for all investors. Investors should carefully consider their investment objectives, risk tolerance, financial situation, and other information before investing.