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“In A m e ri c a , ther e a r e t wo t a x s ys te m s : o n e fo r t h e i n f o r med a n d o n e fo r the u n i n f o r med . B o th a re l e g a l .�


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ABOUT TRITON FINANCIAL Triton Financial was founded by an experienced financial advisor specializing in business and estate planning. We serve as a client’s personal CFO by offering management of all of their financial matters.

TritonFinancial.com | 909.321.6050


“Our ul ti m a te goa l i s t o b ec o me a trus te d a dv i s o r a n d p r i ma r y s o urc e fo r a l l fi n a n c i a l i s s u es a n d q ue s ti o n s .�


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OUR MISSION The mission of Triton Financial is to help our clients develop goal-oriented plans so they can accomplish their financial goals. We perform a detailed review of their current financial situation and create a plan with thorough recommendations designed specifically for their goals and circumstances. Our ultimate goal is to become a trusted advisor and primary source for all financial issues and questions. Triton Financial’s transparent approach makes us the best at what we do. We work with a highly qualified team of professionals to assist and build each structure we recommend. These professionals have the expertise, integrity and ethics that one would expect when seeking sound financial advice.

TritonFinancial.com | 909.321.6050


T he re a re fre e br i d g es l o c a t ed w i thi n the In te rn a l R even u e C o de w hi c h a l l o w y o u t o l e g i ti m a te l y a v o i d u n n ec es s a r y ta x e s – m a n y o f t h es e b r i d g es i n v o l v e the us e o f c h a r i t a b l e e s ta te pl a n n i n g o p p o r t u n i t i es – the k e y i s to k n o w wh er e t o fi n d the m . Supreme Court Justice Louis D. Brandeis (1856-1941) in essay titled “Thoughts on Legitimate Tax Avoidance”


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OUR FOUNDER

GREGORY RUSSELL ZOLOTAR, CFP®, CLU®, CAP® Greg has over 16 years of experience in wealth, estate, and charitable planning for multi-million dollar net worth clients. Greg also has a strong knowledge of insurance and securities, which brings balanced product knowledge into his clients’ plans and portfolios. He is familiar with the many specialized financial tools and structures, and how they integrate to meet the clients’ goals. Before opening his own practice he worked at firms specializing in high net worth individuals and business owners, which provided him with extensive knowledge of creating and implementing comprehensive financial plans. Greg takes pride in being detailed and thorough. In his free time Greg enjoys spending time with his wife Kim and their son, Alex. He also enjoys golfing, playing soccer, traveling, and attending baseball games with family and friends and being a soccer and baseball father. Greg also devotes his time to Pacific Coast chapter and Southern California/Nevada Chapters of the National Multiple Sclerosis Society through annual fundraising and helping organize events. He has participated in the 50 mile MS Challenge Walk annually since 2008 and was a member of the organizing committee for the 2012 Challenge Walk. Greg earned his Bachelor’s Degree in Sociology from the University of California, San Diego, in 1994. The name Triton Financial derives from his time at UC San Diego as the school’s nickname is the Tritons. After graduation Greg joined the Metropolitan Life Insurance Company as an agent, and became interested in financial planning. Greg has been conferred the title of Life Underwriters Training Council Fellow (LUTCF). He has also received his designation as a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®).

TritonFinancial.com | 909.321.6050


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STANDARD OF EXCELLENCE CHARTERED LIFE UNDERWRITER (CLU®) The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship. CHARTERED ADVISOR IN PHILANTHROPY® (CAP®) The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools and techniques. CERTIFIED FINANCIAL PLANNER™ (CFP®) Although many professionals call themselves “financial planners,” only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest. No matter where you are in life, you’ll find confidence in working with a CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.

TritonFinancial.com | 909.321.6050


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Tax Planning for Business Owners Estate Planning Retirement Planning Survivor Needs Education Needs Asset Oversight Insurance Analysis Employee Benefits Business Structuring Special Needs Planning

A n yo n e c a n provi d e a d vi c e. Our go a l i s to pr o vi d e s o u n d a dv i c e ba s e d o n y o u r g o a l s


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WHAT WE DO

Triton Financial is your planning partner to help you manage your long-term financial goals. To keep it simple, we break it down to just 3 simple steps.

1. Understand We’ll actually listen as you explain your needs, dreams and fears. Then we’ll design a personalized plan that shows you how we can help you reach your financial goals.

2. Manage We work together to implement the plan. We will keep you updated on where you stand and adapt the plan as life happens.

3. Follow through We’re here for you whenever you need us. Call us at any time, for any reason. Life happens, we will help you in every steps away.

TritonFinancial.com | 909.321.6050


OUR SERVICES

BUSINESS PLANNING Helping business owners make sure that their business is set up properly and that legalities are followed. TAX PLANNING Using a combination of techniques and structures to help business owners reduce their income and estate tax obligations by taking advantage of all legal deductions allowed to them.

PRESTIGIOUS DESIGNATION

SURVIVOR NEEDS Setting and achieving goals for taking care of loved ones when clients are no longer able to do so. EXPERIENCED ADVISOR DISTINGUISHED REPUTATION

RETIREMENT PLANNING Helping individuals and families set and achieve goals for their financial independence. ASSET PROTECTION Helping individuals and families use all available tools to protect their current and future assets from frivolous lawsuits and creditors as well as protecting themselves and their heirs from losing control of family assets in the event of divorce.


12 CHARITABLE LEGACY PLANNING Using all available planning tools to establish a legacy of charitable giving which can be continued by their current and future heirs. EDUCATION NEEDS Helping individuals and families set and achieve their goals for providing for the education of their children. INSURANCE ANALYSIS Analyzing current insurance policies in order to make sure that there is no overlap or holes in coverage. EMPLOYEE BENEFITS Helping business owners evaluate their current employee benefit packages to see where costs may be cut and where additional benefits may be implemented. ESTATE PLANNING Maximizing the value of the estate which will pass to heirs while minimizing the amount which will go to the government in the form of taxes.

ASSET OVERSIGHT Triton Financial has decided not to offer direct investment services as we believe that this should be handled by professionals who devote all of their time to watching the various markets and who are able to advise on proper vehicles for a client’s investment funds. However, we do provide asset oversight services and we will work with the investment manager to make sure that your portfolio is being managed properly and according to your goals and risk tolerance. ADVISORY TEAM INTEGRATION The integration of advisors into a team which is able to discuss issues and concerns in an efficient and productive manner. Integrating the advisory team allows the client to receive a concise and thought out recommendation. Each advisor knows their role and tasks without the client having to sit in numerous meetings with different advisors. SPECIAL NEEDS PLANNING Helping individuals and families plan for any special need family members.

TritonFinancial.com | 909.321.6050


OUR SERVICES

CHARITABLE LEGACY PLANNING Establish a legacy of charitable giving which can be continued by their current and future heirs.

A Comprehensive Fee-Based Financial Planning Firm Specializing in Small to Mid-Size Business Owners and High Net-Worth Individuals. Our mission is to help you develop and implement a vision focused plan for minimizing taxes and maximizing benefits for you, your family and your business

BUSINESS PLANNING Helping business owners make sure that their business is set up properly and that legalities are followed.

RETIREMENT PLANNING Helping individuals and families set and achieve goals for their financial independence. SURVIVOR NEEDS Setting and achieving goals for taking care of loved ones when clients are no longer able to do so.

TAX PLANNING Using a combination of techniques and structures to help business owners reduce their income and estate tax obligations by taking advantage of all legal deductions allowed to them.

INSURANCE ANALYSIS Analyzing current insurance policies in order to make sure that there is no overlap or holes in coverage.


14 ASSET PROTECTION Help protecting clients current and future assets from frivolous lawsuits and creditors as well as the event of divorce. EDUCATION NEEDS Helping individuals and families set and achieve their goals for providing for the education of their children.

EMPLOYEE BENEFITS Helping business owners evaluate their current employee benefit packages to see where costs may be cut and where additional benefits may be implemented.

ESTATE PLANNING Maximizing the value of the estate which will pass to heirs while minimizing the amount which will go to the government in the form of taxes.

ASSET OVERSIGHT Provide asset oversight services, work with the investment manager to make sure that your portfolio is being managed properly and according to your goals and risk tolerance.

SPECIAL NEEDS PLANNING Helping individuals and families plan for any special need family members.

ADVISORY TEAM INTEGRATION Integrating the advisory team allows the client to receive a concise and thought out recommendation without the client having to sit in numerous meetings with different advisors.

TritonFinancial.com | 909.321.6050


8686 Haven Avenue, Suite 340 Rancho Cucamonga, CA 91730 TritonFinancial.com

909.321.6050 office 760.207.6414 cell CA INS. LIC. NUMBER 0B54780

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