Trinity is the gateway for tax mitigation through retirement planning, alternative investing, and leveraged life insurance.
Trinity by wealthprime®
Trinity helps bridge the gap between where investors are today and their financial goals. Trinity’s cornerstone is alternative investments that shield assets from market volatility, offer greater returns on investment, and significantly reduce your tax liability. Start assembling the building blocks that shape your financial future.
Retirement plans are smart investments. Many business owners qualify for upgrades that can yield annual tax savings of $100,000 or more.
Diversify outside the stock market
Advanced strategies are a game changer. Financing life insurance premiums can grow a much larger policy in a shorter period of time, create tax-free income, and transfer wealth tax free.
Solve your lead generation problems once and for all. Start using a proven and scalable tool that doesn’t monopolize your time and drain money needlessly from your sales and marketing budget.
for Institutional Partners
RetireWell™ is a powerful sales solution that can enable your sales teams to close more retirement plan sales. Custom features are available for your specific firm needs.
WealthPRIME’s team of experts can help with:
WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.
Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.
Purchase tax-deductible life insurance to earn tax-free distributions at retirement.
Access alternative investments that generate maximum tax-savings and optimize wealth creation.
Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free.
* WealthPRIME™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and WealthPRIME™ is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources WealthPRIME™ believes are reliable; however, WealthPRIME™ does not warrant the accuracy, completeness or timeliness of such information. WealthPRIME™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WealthPRIME™ EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WealthPRIME™ HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WealthPRIME™, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.