© Triton Strategies, LLC

Bob Franca

 

 

Bob started in the Financial services industry in 1996. He is constantly improving the methods and products he provides for clients through   continuing education and client feedback.

 

Triton Strategies, LLC is a small boutique-style financial services company with a focus on working with people nearing or in retirement.

 

Bob focuses on safety and security rather than risk and volatility.

 

Some accomplishments include; appearing on local ABC 15 news in a segment helping  seniors detect fraudulent advisors, I have also written articles pertaining to senior financial planning and I offer  informational booklets on a wide range of financial subjects.

 

 

What is it we do?

 

q We help you save in unnecessary taxes; including Social security, income, capital gains, estate and even IRA taxes

 

q We also help people earn better interest on their savings without risking their principle

 

q We help people protect their life savings from nursing homes and the dreaded Medicaid spend down

 

q We aid people in passing their estates to their heirs, charities or whomever they want without worrying about the cost and expense of probate or the government getting up to half of their estate

Our Mission:

Ethics

Our purpose is to always put our clients’ needs and wishes before our own.

Safe-Money strategies to avoid market risk and volatility. Secure the retirement our clients have always wanted.

 

Use resources and relationships we have nurtured throughout our career to help clients

 

Educate our clients to empower them to make smart financial decisions. Educate ourselves in order to be an asset to our clients.

 

Give to the community. Leave our own legacy through helping clients and their families.