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 LPL Investment Advisor Representative 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.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Clarity Credit Union and Trillium Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Trillium Financial Group, and may also be employees of Clarity Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clarity Credit Union or Trillium Financial Group. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed Not Credit Union Deposits or Obligations | May Lose Value |
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