OUR COMPANY
The Triune Way
Triune is a completely independent firm. We relentlessly pursue clarity, simplicity and transparency for our clients. We are a fiduciary, which means we commit to putting your interests first.
Our partners have a combined 150 years of experience. See the list of credentials below earned by our teammates.
We put this vast experience and technical knowledge to work in two ways:
- Helping Veterinarians and other business owners find financial freedom through Financial Life Planning.
- Creating and managing highly-customized Retirement Plans solutions for professional practices and other organizations.
OUR CREDENTIALS AND EXPERIENCE INCLUDE:
- Certified Financial Planner™ (CFP®)
- CRPS® - Chartered Retirement Plans Specialist SM
- Certified Kingdom Advisor® (CKA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Financial Analyst® (CFA)
- Chartered Life Underwriter (CLU)
- Master of Business Administration (MBA)
- VetPartnersTM Member
- Today’s Veterinary Business Contributor
- Regular presenter to veterinary management and study groups
