Financial Planning with a Global Perspective

Thank you for visiting Financial Triumph Associates. As an comprehensive financial services business, we want to give you the opportunity to learn about our company and what we have to offer.

In brief, you should know the following about us: our company was established in 1986 and had been responsible for providing outstanding Client service and access to new and innovative financial products ever since. Our specialty as a "FEE ONLY" firm is unique in the financial services industry and designed to keep our Client's interest first and above all else.

FINANCIAL TRIUMPH ASSOCIATES is a "Full Service FEE ONLY Financial Planning Firm" established in 1986.  Our professional staff includes a Chartered Financial Consultant (ChFC) who is knowledgeable in the tax and accounting fields. FTA's FEE-ONLY emphasis means that the Firm and its principals are not associated with any NASD Registered Broker/Dealer, Insurance or Investment Company.  Our Independence is an asset that enables us to maintain our Clients' goals and objectives as our primary concern.  FTA charges No Commissions and there are No Product Sales.  If you are looking for unbiased advice focused on meeting your needs, then FTA's Financial Planning Services can help you solve your problems without Wall Street's conflicts of interest.

FTA's Financial Planning Services can be comprehensive or limited to specific issues.  A detailed analysis and discussion of alternative strategies help our Clients understand the short and long term implications of their financial decisions. Services include analyzing individual financial situations with regards to Pre-Retirement and Retirement Income Planning, Asset Accumulation, Estate Planning, Tax Minimization Strategies, Pension Plan Distributions, Co-ordination of Employee Benefits and College Pre-Funding. 

Unbiased & Impartial Financial Advice to Help YOU Plan and achieve a $uccessful Financial Future

FTA can be reached at (800 or 215) 256-0555 and by fax at (215) 256-6894. Please feel free to contact us with any questions you may have. You can also contact us at this e-mail address: ClientServices@financial-triumph.com.