Who We Serve in Washington | Trident Wealth Planning

Who We Guide

Turn What You’ve Earned Into The Life You Want

Many people we work with have spent years building retirement resources through work and on their own, but still have questions about how it all comes together. We help turn those years of saving into a financial plan for the life you want now, the transition out of work, and the retirement lifestyle you envision for the years ahead.

Teachers

^{Make Your Years In The Classroom Count In Retirement}

Your TRS pension can become an important source of retirement income, but it still needs to work alongside the rest of what you have built. We help Washington teachers with TRS 2 and TRS 3 understand their benefits and consider how their pension, 403(b), 457(b), IRAs, Social Security where applicable, and other savings may support the retirement they are working toward.

School District Employees

^{Make More Of The Benefits You’ve Earned}

School district employees can have valuable retirement benefits, but understanding how to use them effectively can take planning. We help employees with SERS 2 and SERS 3 evaluate their pension alongside 403(b) and 457(b) accounts, IRAs, Social Security, and other retirement savings so they can better understand how those resources may support life after work.

Pre-Retirees & Retirees

^{Make What You’ve Built Support Life After Work}

As retirement gets closer, the focus shifts from accumulating wealth to determining how your resources can provide the income you need. We help pre-retirees and retirees evaluate how 401(k)s, 403(b)s, 457(b)s, traditional and Roth IRAs, pensions, Social Security, and other investments may work together as they transition into and through retirement.

Frequently Asked Questions About Who We Work With

We often hear these questions from people trying to determine whether our team’s experience fits their career, benefits, and retirement stage. These answers may be helpful to you as you consider the same.

No. While we do have extensive experience working with Washington educators and public employees, we also work with individuals and families outside those professions. Our strongest fit is often with people who manage complex wealth and want help preparing for or living through retirement and making thoughtful use of their resources.
No. Planning before retirement gives you time to understand the benefits and savings you already have, identify potential gaps, and make adjustments while you are still earning. We work with clients who are building toward retirement as well as those who are approaching or already living in it.
Yes. One of the central retirement questions we help clients address is how pension income, Social Security, and accumulated savings may work together to replace your income once you retire. We help you map and understand the role each resource may play in fulfilling that primary objective, so you can step into retirement with confidence.
Yes. Retirement planning continues even after you leave work. We help clients evaluate retirement income, investments, withdrawals, and other financial needs as circumstances change throughout the years in retirement.
Yes. Trident Wealth Planning is based in Renton and primarily serves clients throughout greater Puget Sound and Washington. The firm also serves clients located throughout the country and continues working with established clients who relocate outside the area.

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