Get In Touch With Us
Whether you’re nearing retirement, navigating a major life transition, or simply ready for a clearer path forward, our team is here to help you move from uncertainty to peace of mind.
Our FAQs
Our FAQ section brings clarity to your most common questions about retirement, investments, taxes, and working with a fiduciary adviser.
What is this free assessment about?
It’s a simple 3-step process designed to help you get clear on your retirement and wealth goals, understand where you stand today, and walk away with a straightforward 1-Page Plan for your next steps—whether you decide to work with us or not.
How much does it cost?
The assessment is completely free and comes with no obligation. There’s no sales pitch—just a chance to get clarity and see if we’re the right fit for you.
How long does it take?
The assessment happens over a series of short meetings (usually 30–45 minutes each), scheduled at a pace that works for you. Many people complete the full process within a few weeks.
Do I need to bring anything?
If you can, bring recent investment statements, a tax return, and any questions that have been on your mind. But don’t stress—if you don’t have everything handy, we can still have a productive conversation.
What if I’m not ready to hire a financial adviser yet?
That’s completely fine. The assessment is meant to help you—whether you’re ready to take action now or are just gathering information. Our goal is that you leave the process more informed and confident, either way.
What makes Triad Investment Management different?
We’re an independent, fiduciary firm focused on helping pre-retirees, retirees, and business owners navigate retirement, taxes, and legacy decisions with confidence. You get straightforward, unbiased advice, a boutique team with 20+ years of experience, and a partnership that coordinates investments, taxes, and planning so your money truly supports the life you’ve worked for.
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.
