Trinity Financial Group

Trinity Financial Group When you work with us, you become part of our family. We're committed to developing lasting relationships with each individual and family service."

Let us guide you from success to significance! Reach out now to get started👉https://www.trinityne.com/ Whether you're looking for a way to preserve your hard-earned retirement assets from the ups and downs of the market or provide a legacy for those you love, you deserve the highest level of service and a personalized retirement plan. We'll start by listening and understanding your level of risk t

olerance, and then we'll develop solutions that are in line with your short- and long- term goals. Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). The Best of Omaha Financial Planning firm is designated by Omaha Magazine, awarded in 2025 and 2026. The Best of Omaha Financial Planning firm is chosen by public votes. Trinity Financial Group does not pay a fee to receive the award. Working with a Financial Planner recipient is no guarantee as to future investment success, nor is there any guarantee that the selected financial planning firms will be awarded this accomplishment in the future.

02/14/2026

Roses are red. Markets are blue.
“You compound my interest”… and we are grateful for YOU

Our Valentine video is full of fun lines like

“Our friendship is more diversified than a target-date fund,”

“Call me a 401k because you are growing old with me,”
and “You made this bear market feel like a teddy bear market.”

👉Watch the full message below.

❤️Thanks for letting Trinity Financial Group be part of your journey from success to significance.

01/26/2026
01/26/2026

New website. Same mission.

We recently launched a refreshed experience at www.trinityne.com, built to better share how we help you bring meaning, purpose, and significance to every moment in retirement.

From tailored retirement strategies to confidence-building financial planning, our updated site shows what makes Trinity unique:

🔹disciplined guidance
🔹meaningful outcomes
🔹relationships that last a lifetime

👉 Explore the new site: www.trinityne.com

01/01/2026

New year. New priorities.

Make your financial health a focus in 2026.
A solid plan helps you take control of your financial future.

Ready to get started? Call 402-502-1225 to book your consultation today.

12/25/2025

Merry Christmas from all of us at Trinity Financial Group!!

Wishing you and your family a joyful holiday season.

We’re excited to welcome Kennedy Brown to Trinity Financial Group as our new Front Office Receptionist! JT will continue...
12/17/2025

We’re excited to welcome Kennedy Brown to Trinity Financial Group as our new Front Office Receptionist!

JT will continue to manage all client communication and oversee Matt’s schedule, just as she has always done. Kennedy’s role is to support and complement JT’s work, ensuring a seamless and elevated client experience as our team grows and transitions into the new location. (Which will be this summer)

📍 From Grand Island, Nebraska
🎓 Studied Fashion Design & International Sales at the Kansas City Art Institute
🧶✂️ Loves crocheting, sewing & creative projects
🐶 Proud dog mom to a labradoodle named Stormy
🍣🥤 Sushi lover & iced chai enthusiast
👯‍♀️👑 Fun fact: She has a twin sister and was Miss Eco Teen Nebraska 2020

Help us give Kennedy a warm Trinity welcome!

It's Giving Tuesday!Trinity Financial Group is matching gifts to Keep Omaha Beautiful. Please join us in giving back to ...
12/02/2025

It's Giving Tuesday!

Trinity Financial Group is matching gifts to Keep Omaha Beautiful. Please join us in giving back to our community.

Keep Omaha Beautiful, Inc.

Giving Tuesday is happening now at ShareOmaha.org! Have you made your donations yet? Whether it’s small or large, your gift to Keep Omaha Beautiful makes a real difference!
--> $25 🌳 Covers the cost for one student’s Trees for Tomorrow School Journal
--> $50 🌷 Covers the cost of five litter-removal tools for volunteers and community cleanups
--> $150 🎓 Funds one session of KOB’s afterschool program, which engages 25 youth in high-quality, STEM-based activities

DOUBLE YOUR GIFT! Thanks to our generous sponsor, Trinity Financial Group, individual donations will be matched up to $10,000!

Donate today at our Share Omaha page: https://shareomaha.org/donate?nonprofit=7651

11/27/2025

Wishing you a Thanksgiving filled with warmth, good company, and gratitude.

We’re thankful for you!

Happy Thanksgiving from Trinity Financial Group!

11/11/2025

Today, we proudly recognize the courage and sacrifice of those who serve!

Especially our own Matt Green, his sons Kalob, Micah, and Jonah, who are proud Marines, as well as the many veterans and military families connected to our Trinity Financial Group team and our clients.

Happy Veterans Day!

🚚🏢 We’re moving!Trinity Financial Group is growing, and we’re excited to open our new office in late summer 2026 at:📍 79...
11/10/2025

🚚🏢 We’re moving!

Trinity Financial Group is growing, and we’re excited to open our new office in late summer 2026 at:

📍 7921 Dodge Street, Omaha, NE 68114

Thank you for every bit of support along the way. More updates coming soon!

Address

13520 California Street Suite 200
Omaha, NE
68154

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+14025021225

Website

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