Financial Planning for a Successful Future
Are you curious to see where you stand financially? The Financial Wellness Experience assessment is an important tool that can help you better understand your financial situation and uncover opportunities for growth. By uncovering these areas of potential, you can make the right decisions by optimizing your financial planning for a successful future.
Welcome to the Financial Wellness Experience!
Take our 2-minute complimentary assessment designed to generate your financial health score across these five categories: Savings Strategy & Habits Health, Cash & Liquidity Health, Investments Health, Protection Health, and Estate & Legacy Health. Upon completion, leverage your newfound knowledge to arrange a consultation with one of our experts.
Take The AssessmentFinancial Planning Resources
Triangle Financial Group offers webinars that cover a broad variety of topics such as financial planning, debt management, estate and retirement planning, Social Security, and Medicare. You can watch these webinars live or on demand.
For a full list of products and services offered, visit the Triangle Financial Group website.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Products and Services: Not NCUA Insured; Not a Deposit Product; No Credit Union/Affiliate Guarantee; Not a Condition of Any Credit Union Service; May Lose Value.
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. Triangle Credit Union and Triangle Financial Group are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRN202507-2713020
Triangle Credit Union is not a client of MMLIS. Triangle Credit Union receives compensation from MMLIS and its affiliates for referring clients to MMLIS and its representatives. As a result, Triangle Credit Union has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, Triangle Credit Union will receive up to 21% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MassMutual Life Insurance Agency (MMLIA), Triangle Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MassMutual Life Bay State and Connecticut Mutual Life, Triangle Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.