Trinity Financial Group

Call Directions Website

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 tolerance, 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.

We are so excited to partner with Omaha Sports Properties!!
09/08/2026

We are so excited to partner with Omaha Sports Properties!!

We're excited to welcome Trinity Financial Group as a proud partner for the 2026-27 season!

Trinity Financial shares a strong commitment to serving the Omaha community and helping people pursue financial confidence. We look forward to partnering together to make a positive impact both on and off the playing surface.

09/07/2026

Matt and Chairy are holding down the fort while the team enjoys a well-deserved day off. 🪑😉

Happy Labor Day! We hope you’re spending it with people who matter… or at least a chair that earns your respect.

09/05/2026

We take planning seriously at Trinity. Husker game-day planning included. 🌽🏈

We may spend our weekdays helping our clients go from Success to Significance, but when Husker football is back home, we all have the same goal:
GO BIG RED! ❤️

The Huskers have their home opener today, and as you can see, our team is ready. 😉

Who else is ready for Memorial Stadium to come alive?

07/29/2026

🌟Best of Omaha 2027 voting is open till August 10. We’d be honored if you help us make it three.🌟

👉🗳 Vote Here - https://www.omahamagazine.com/vote/

Good retirement planning isn’t about predicting the market; it’s about discipline, a plan that’s stress-tested to help weather whatever comes, and relationships that last.

That philosophy is part of why Omaha has named Trinity Financial Group its best in financial planning two years running, and it’s the same thinking Matt Green shared recently in Kiplinger.

View the Kiplinger Article Here: https://www.kiplinger.com/retirement/retirement-planning/the-portfolio-discipline-you-can-use-to-save-money

07/04/2026

Happy Fourth of July!

We hope your day is filled with family, friends, and plenty of fireworks.

Have a safe and happy holiday!

07/01/2026

Two years ago, Omaha named us best in financial planning. Then you did it again in 2025. We’re a local team that believes retirement should be full of meaning, purpose, and significance, and your support has meant everything.

Best of Omaha 2027 voting opens Today, July 1.

We’d be honored if you could help us make it three!

👉Vote Now - https://lnkd.in/gN3jNxEZ

Behind every financial plan is something worth protecting and for many of us, that’s family.This Father’s Day, we’re cel...
06/21/2026

Behind every financial plan is something worth protecting and for many of us, that’s family.

This Father’s Day, we’re celebrating the dads of Trinity Financial Group: Matt, Ryan, Jordan, and Scott. Their dedication to their children inspires the same commitment they bring to helping families build meaningful futures every day.

At Trinity Financial Group, our mission is to help clients move from Success to Significance, creating a legacy that extends beyond wealth and into the lives of the people who matter most.

From our Trinity family to yours, we wish all fathers, grandfathers, and father figures a Happy Father’s Day!

06/12/2026

The road to Omaha is one of the most exciting traditions in sports, and we're proud to call this city home.

There's nothing quite like the energy that takes over our city during the College World Series. From unforgettable moments on the field to fans filling the stands, it's a tradition built on passion, dedication, and teamwork. Success on the field doesn't happen by accident. It takes preparation, discipline, and a clear vision. The same is true when it comes to planning for your financial future.

At Trinity Financial Group, we're committed to helping our clients move from Success to Significance. That means building a strategy that not only supports their goals but creates a lasting impact on the people, organizations, and causes they care about most. Here's to big dreams, championship moments, and another unforgettable summer in Omaha!

⚾ As you enjoy the excitement of the College World Series, let's talk about building a game plan for your retirement. Contact our team to get started🎉

👉www.trinityne.com

Matt was recently featured in Kiplinger discussing one of the most overlooked aspects of retirement planning: investment...
06/11/2026

Matt was recently featured in Kiplinger discussing one of the most overlooked aspects of retirement planning: investment costs.

While we can't control the markets, we do have some control over what we pay in fees and over time, that can make a significant difference in retirement outcomes.

📖 Read the full Kiplinger article on our website www.trinityne.com

05/25/2026

From all of us at Trinity Financial Group, thank you to those who served and the families who continue to carry their legacy.

Address

7921 W Dodge Road
Omaha, NE
68114

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+14025021225

Website

Alerts

Be the first to know and let us send you an email when Trinity Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category