OUR SIMPLE AND EASY PROCESS
CRAFT YOUR PLAN
Your plan is customized with you, for you. We’re with you each step of the way.
GAIN FINANCIAL FREEDOM
Reduce anxiety, avoid confusion, save time, and gain lasting financial freedom!
YOU DESERVE A SECOND OPINION
Does your current financial advisor work with other Veterinarians? At Triune, we have decades of experience working with Veterinary Practice Owners just like you.
Veterinarians face unique financial challenges. You might be asking yourself the following questions:
- How do I align my business & personal financial goals?
- How much should I be re-investing to grow my practice?
- Is my retirement plan right for me? My employees?
- Do I have the right advisors to help me grow my practice and my personal wealth?
- How should I strategize paying off debt?
- When does selling my practice make sense—if at all?
- Have I identified every viable exit strategy (children, managers, technicians, etc.)?
We help Veterinarians make smart financial decisions for their families and their businesses. We understand the Veterinary industry, and we respect the hard work and compassion you bring to your practice. Our independent, transparent and collaborative process is designed to help you master your money — at work and at home — and achieve lasting financial freedom.
OUR SERVICES INCLUDE:
- Aligning Business & Personal Financial Goals
- Cash Flow & Budget Planning
- Investment Management
- Retirement Planning
- 401(k), Profit Sharing & Cash Balance Plans
- Risk Management (Insurance)
- Debt Planning
- Succession Planning
- Estate Planning Review
- Basic Tax Planning (In conjunction with a CPA)