Rich Trinitapoli

Rich Trinitapoli

Principal

Phone: 262-522-8460
Fax: 262-522-8455
E-mail:
 

Rich is dedicated to helping individuals and business owners achieve their financial goals. During his 35 years in the financial industry, he has come to believe that the real value of a Financial Professional is found in his or her ability to help people confidently address their finances with organization and purpose.

Rich and his team thoroughly analyze information gathered from a client’s current financial situation, and then apply that information to the client’s future goals. This analysis addresses such concerns as:
  • Asset allocation strategies
  • College funding
  • Disability
  • Retirement years
  • Actions to take in the event of death
  • Estate distribution
Because financial priorities can change during different stages of a client’s life, it is important to consider all aspects in order to put together a complete analysis. Also, it is important for clients to be aware of all of the areas Rich can address as their circumstances or goals change in the future.
 
An important component of Rich’s service is The Family Love Letter Program. The Family Love Letter gives families a lasting and important gift -- all the vital information loved ones need to know in case of the unexpected. It covers a range of crucial issues beyond wills, including:
  • Location of legal documents
  • Contact information for advisors
  • Guardian for any children under age 18
  • Power of attorney for legal, financial, and medical matters
  • Other important information that is often overlooked, such as computer and account passwords, safe combinations and credit card information
When completed, the Family Love Letter provides a concise package of your financial affairs and wishes, which can provide peace of mind for you and your loved ones.

 


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Strategies, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.