Turn Your Hard Work Into A Retirement That Lasts

Trident Wealth Planning helps Washington educators and public employees get more from their pensions, benefits, and other financial resources so you can enjoy more at every stage.

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Learn How To Get More From Your Benefits

Join us for educational events focused on Washington pensions, Social Security, retirement income, and other important financial topics for educators and public employees.

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A Financial Planning Team That Thinks And Works Together

Trident Wealth Planning is a Renton-based financial planning firm serving clients throughout the greater Puget Sound area and across Washington. Our team shares ideas and perspectives, explains complex financial topics in understandable terms, and works collaboratively to help you make sense of the decisions shaping your retirement.

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Turn Your Priorities Into A Plan You Can Use

Our detailed planning approach is centered around you. We start by learning what matters to you, what you want your wealth to support, and where you stand today. From there, we turn your personal priorities into defined goals, then build a tailored financial plan designed to evolve with your life.

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Plan Across The Complete Picture Of Your Wealth, Not Just Your Pension

Retirement income and pension planning are only part of what we do. As a full service financial planning firm, we also address Social Security, investments, insurance and protection, tax strategy, estate and legacy planning, charitable planning, rollovers, and other financial needs that influence life before and throughout retirement.

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Work With A Team That Understands Your Benefits & Retirement

Teachers

Understand how your TRS 2 or TRS 3 pension, 403(b), 457(b), Social Security, and other savings can support the retirement you are working toward.

School District Employees

See how your SERS 2 or SERS 3 pension, 403(b), 457(b), IRAs, Social Security, and other resources may work together as retirement approaches.

Pre-Retirees & Retirees

Create an income strategy around your 401(k), 403(b), 457(b), IRAs, pensions, Social Security, investments, and the life you want your wealth to support.

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Let’s Turn Your Financial Questions Into A Clear Plan

A plan should do more than prepare you for a future milestone. It should help you make better use of your money, opportunities, and choices throughout the years leading up to and through retirement.

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Explore Financial Resources

Check out our library of practical financial resources and helpful tools, curated to help you better understand retirement, investing, and other financial topics so you can feel confident in your financial acumen and decision-making.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Understanding Social Security: 5 Common Myths Explained

Have questions about Social Security? Explore five common myths to better understand your benefits and options.

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Call Us

206-204-3066

Address

900 SW 16th St, Suite 110

Renton, WA 98057