“Triumphant” 
* Having achieved victory or success; Victorious:

The founder of Triumphant Financial Group had one mission in mind: Build a team consisting of advanced planning experts that have reached the highest level of their profession. The goal is to bring this team to successful business owners and affluent clients who are in need of planning expertise.

For over 20 years, each Partner of Triumphant Financial Group has served in multiple capacities within the business, personal, and financial planning realm. Over the years we have developed a “planning” methodology that aligns all 3 legs of the “planning stool” at the same time. This means focusing on the Business, the Personal & Financial side of someone’s life.

It became clear and more evident throughout the years that the planning community as a whole tended to focus on single solutions or only one leg of the tri-pod. The results of which are clear, the foundation will fail. With this experience in mind, Triumphant Financial Group stays true to form and delivers planning solutions that are planned & built to last.

Having Certified Exit Planning Advisors (CEPA®), as one of our Partners here at Triumphant Financial Group, gives our clients a unique understanding of how to exit a business. Whether selling the company, transferring it to family or partners, or dissolving the business, Triumphant is equipped to integrate any exit strategy with the advanced planning process. The end result achieves a “best-in-class” business, personal, and financial plan.