Trident Financial

Trident Financial We believe that people don't want to just retire, they also want to have a positive impact on their communities and families.

This page is under review and will be used to highlight personal information our team as well as provide informational posts.

Money is one of the most common stress points for couples. Clear communication, shared goals, and agreed‑upon systems ca...
06/17/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
06/15/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/12/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/10/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
06/05/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resili...
06/03/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

Address

2212 E Moreland Boulevard, Suite 100
Waukesha County, WI
53186

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 3am
Saturday 8:30am - 11am

Telephone

+12622184025

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