Meaning | Purpose | Significance

Bring meaning to every moment in retirement

Bring meaning to every moment in retirement

Retirement is more than the end of a career. It’s an all-new chapter designed to enrich your life and provide the confidence you need to live a life of meaning, purpose, and significance.

Trinity Financial Group was named Best Individual Financial Planner in the annual Best of Omaha awards.

Matt was recently featured in Kiplinger, where he explains how putting your retirement and income plan in an investment policy statement can help you stay on track during a bear market.

Our Investment Philosophy

Steady guidance builds lasting confidence. Our disciplined, long-term strategy keeps your hard-earned assets poised for future growth—empowering you to invest more meaning in every moment.

The difference
of significance

What makes Trinity Financial Group different? To help you live a life of meaning and significance in retirement, we're guided by three core principles.

Success through discipline

Grounded in evidence and strengthened by steady habits and vigilant guidance, our disciplined approach uses small, deliberate steps to help you bring more to every moment. 

Assurance you deserve 

Every plan is stress-tested and continually tuned, so you can move forward knowing you’ll be okay no matter what life throws at you—today, tomorrow, and decades into the future. 

Relationships are essential; therefore, make them last forever

From first goals to lifelong milestones, we stay by your side, adapting our guidance as your story grows, and helping you turn financial success into life-changing significance. 



About Us

Meet Matt Green, Trinity Financial Group’s founder.

No matter where you are on your financial journey, our team of experienced retirement professionals is ready to offer the support and guidance you deserve. 

Preserve and protect what

matters most. 

Pre-retirees

Develop a strategy to help grow and preserve your hard-earned assets.

Retirees

Create the confidence and consistent income to live with meaning.

Investors

Maximize your returns and achieve sustainable, long-term growth.

Bringing meaning to every moment starts with bringing confidence to every dollar. 

Attend An Event

Join the Trinity Financial Group team at a live event to learn more about how we can help you make every moment meaningful. 

What We Do

Using our five-step process, we’ll work with you to build a comprehensive retirement strategy designed to deliver the confidence you need to bring meaning to any moment. 

  • Step 1 Complimentary Consultation & Introduction

    Duration: 60 minutes

    Overview: We take our client relationships seriously. We want to get to know you, learn about your world today, and understand where you want to go.

    Meeting with:

    Matt Green

    Principal Founder
    CEO

    Take Your First Step >

  • Step 2 Consultation, Feedback & Analysis

    Duration: 90 minutes

    Overview: In-depth review of your financial picture, feedback on initial recommendations, and analysis of potential strategies.

    Meeting with:

    Matt Green

    Principal Founder
    CEO

  • Step 3 Onboarding

    Duration: 60 minutes

    Overview: We’ll kick off account transfers, set up your Trinity portal, and keep you updated on each milestone.

    Meeting with:

    Christen Tschudin

    Chief Operations Officer

  • Step 4 Implementation & Estate Strategies

    Duration: 90 minutes

    Overview: We’ll put your financial plan into action and dive into estate-planning strategies alongside Trinity Financial Group and your estate-planning attorney.

    Meeting with:

    Matt Green

    Principal Founder
    CEO

  • Step 5 Financial Strategies & Portal Walk-Through

    Duration: 90 minutes

    Overview: Finalize your comprehensive plan, explore the Trinity Financial Client Experience Portal, and establish ongoing support protocols.

    Meeting with:

    Ryan
    Shaughnessy

    Director of Planning

    Jordan Brill

    Investment Advisor
    Representative

Let's Get Started

Empowering you to bring meaning to every moment

Ready to experience the power of significance in your retirement? Book a no-obligation meeting with our team to bring meaning to every moment.