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SMART Retirement Planning Trinity Advisors Group

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Trinity Advisors Group is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start SMART

02

Apply Discipline

03

Communicate Progress

01

Start SMART

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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Here For You

Meet The Advisor

Benjamin J. Blackwell

President, Retirement Division

Benjamin J. Blackwell was born in Mobile, Alabama and raised on the Mississippi Gulf Coast. After graduating Gulfport High School, he served 10.5 years in the U.S. Air Force & Mississippi Air National Guard, working flight-line avionics on the B-1B, C-141, and C-17 aircraft. Following the events of 9/11, Ben’s unit (172nd Airlift Wing) was deployed to Germany for over a year in support of Operations Northern Watch, Enduring Freedom, Noble Eagle, and various other counter-terrorism missions across Europe & southeast Asia.

While serving overseas, Ben was also working at the WorldCom Network Operations Center in Jackson, Mississippi where he witnessed firsthand one of the darkest chapters in American corporate history. WorldCom’s $11 billion accounting fraud, in which executives falsely inflated earnings to mask the company’s declining profitability, devastated the savings of countless families and retirees, triggered massive stock losses, and ended with the conviction and imprisonment of CEO Bernie Ebbers.

For Ben, this was never just a news story. It was personal, and it lit a fire in him that has never gone out and became the foundation of his mission: protecting clients from the very mistakes that leave so many people financially vulnerable. Addressing the gaps that too many advisors overlook, excessive risk that fails to account for a client’s changing needs as they age, poor planning for future income needs, long-term care, and tax implications, and the lack of a proper estate plan. Where fee-based advice often falls short, Ben is committed to putting his clients’ best interests first — every time.

Ben’s greatest assets are his children: Colby, Rebecca, Riley, and Trinity. Outside of work, he plays the drums in his church’s worship band, is always up for new adventures and making memories with his family and friends, creating music, traveling, being out on the water, fishing, hunting, or playing golf.

Here For You

Meet The Team

Susan Bass

Long Beach, MS

Client Care Liaison

Matt Van Buren

Dallas, TX

Advisor

Mark Perkins

Ridgeland, MS

Advisor

David Chatham

Ocean Springs, MS

Advisor

Riley Peters

Miami, FL

Advisor

RR

Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Events in September–November 2026

  • There are no events scheduled during these dates.

Our Downloads

Legacy and Estate Planning; Understanding the Basics

Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.

Long-Term Care Guide

Long-Term Care

If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. Even if your family members are nearby and can help you around the house as you get older, they might not be able to provide you with all the care you need. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.

Tax Planning Guide

Tax Planning Guide

After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.

Tax-Free-Retirement

Tax Free Retirement

Tax-Free Retirement will show you how to avoid 9 common financial landmines; teach you how to generate tax-free retirement income; explain how to multiply your IRA two or three-fold for future generations; and help you leave a lasting legacy beyond your wildest imagination.

Our Blog

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

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Schedule Your Complimentary Retirement Review Today!

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