Financial advice shouldn’t be complicated.
Trillium Financial Group can help take the mystery out of preparing for today and the years to come. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our services include:
- Personalized Investment Plans
- Retirement Planning
- Saving for Education
- Family Wealth and Estate Planning*
- Tax Reduction Planning*
- Educational Seminars/Webinars and Client Appreciation Events
Brittany Daniel
Brittany Daniel is a financial advisor with a passion for education and helping people achieve their goals. Even if you aren’t ready to invest, Brittany can help you create an actionable financial plan to get you there. She believes that it’s never too late or too early to start taking control of your financial well-being.
To schedule your 1-hour free financial check up with Brittany Daniel, send us a message through our website or call our office at (208) 888-0936.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Tax reduction and family wealth planning are not intended to be a substitute for specific individualized tax or legal advice; if expert assistance is required, please consult with your tax or legal professional.
This information is being provided to you as a courtesy. It is not an Endorsement of Brittany Daniel. Selecting a professional is a highly personal exercise that depends on factors that are sometimes difficult to quantify. As with all matters of this nature, you should consider interviewing a number of financial professionals in order to determine the most appropriate fit for your needs.
105 E. Idaho Ave.
Meridian, ID 83642
(208) 888-0936
www.trilliumidaho.com