Trusted by 250+ families
Your Financial Future, Thoughtfully Planned
We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind.
Estate Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Tax Optimization
Strategic tax planning to maximize your wealth and minimize your tax burden.
transparent financial guidance you can trust
For several years, Triumph Financial has helped families and individuals navigate the complexities of wealth management. We believe in putting your interests first, always.
As fiduciaries, we're legally bound to act in your best interest. This isn't just a business model—it's our promise to you and your family's financial future.
7+
Years Experience
250+
Clients Served
Trusted advisor
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Eric is very knowledgeable. He guided us through all the legal complexities of writing a will, a directive, a trust and other things needed to get your final wishes in order. He explained everything in great detail and answered all our many questions. He did not rush us and gave us lots of scenarios so we could make very good decisions. I definitely recommend Eric at THE TRIUMPH AGENCY for any and all your financial needs. We will certainly be going back to Eric at THE TRIUMPH AGENCY when the occasion arises. Eric receives FIVE STARS from us!!
I am so happy with my decision to utilized the triumph agency. Eric is always available & made you feel special with respect & professional services. Good luck! & blessings
I was a great experience; Eric took the time to listen to my needs and what would work best for me an my family..There was no pressure, he let me decide, and gave me different options.. It was great.
It was an awesome experience working with Eric., deligent and knowledgable. He responded timely and kept us updated every step of the way.
I highly recommend The Triumph Agency. Eric has been a joy to work with. He is caring, trustworthy, and very professional. Don't hesitate.
I’m so glad that I got referred to Eric and Lisa to helping me develop a plan with Triumph. They created a great retirement and investment plan that I feel really good about. They really care about their clients.
Was looking for something else to invest into and I talked with Eric with the Triumph Agency and he got me straight.
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Tax Preparation Foundation
Great for yearly personal tax preparation and tax strategy planning
$1,250
/annual
Individual federal/state income tax filing
Federal form 1040 and various schedules included
Itemized deductions, investment & rental income
Develop tax strategy for future years
Review previous year tax filing accuracy
No surprises guarantee
100% Accuracy & satisfaction guarantee
Wealth Builder
Perfect for getting started with professional financial guidance
$625
/quarterly bill
Comprehensive financial assessments
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Tax planning
Insurance planning
Basic investment recommendations
Social Security maximization
Written financial plan
Legacy
Estate planning and document preparation platform access.
$2,500
/One-time
Will and Trust documents
Advanced healthcare directives
Limited power of attorney designation
Single, divorced or married couple documents
Electronic document vault access & storage
High quality professional printing of documents
Notary service and signing ceremony (SATX only)
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
What does Triumph Financial help clients with?
Triumph Financial works with people who are approaching retirement or who have recently retired and want clarity around what comes next. Many of the individuals who come to us have saved diligently, but still feel uncertain about how everything fits together—how to turn savings into income, how market swings may affect their lifestyle, or whether they are truly on track for the retirement they envisioned.
Our role is to help bring order to that uncertainty by helping clients see how all the pieces of their retirement fit together. Rather than focusing on isolated products or decisions, we help clients step back, understand their overall situation, and create a clear, coordinated plan. The result is a retirement picture that makes sense, feels manageable, and gives clients the confidence to move forward with purpose and peace of mind.
Who is retirement planning for ?
Retirement planning is for people who want clarity, confidence, and direction as they approach or enter retirement. It is especially important for individuals who are within five to ten years of retiring or who are already retired and want to make sure their decisions support the lifestyle they worked so hard to achieve. At this stage, the focus shifts from simply growing assets to making sure those assets last, generate income, and align with real-world spending needs.
Retirement planning is also for those who feel unsure or overwhelmed by the many moving parts involved—investments, income, taxes, and timing decisions—and want a clear framework for how everything fits together. It is designed for people who value thoughtful guidance and want a plan that brings structure, reduces uncertainty, and helps them move forward into retirement with confidence and peace of mind.
When should I start retirement planning?
The best time to start retirement planning is before retirement, ideally within five to ten years of when you expect to stop working. This is the stage when decisions begin to matter more, mistakes become harder to undo, and the focus starts shifting from growing assets to creating sustainable income. Planning early allows you to make thoughtful adjustments rather than rushed decisions once retirement begins.
That said, it is never too late to start. Many people begin retirement planning after they have already retired and still benefit greatly from gaining clarity, structure, and confidence around their income, investments, and long-term direction. The key is starting at a point where planning can replace uncertainty with a clear, coordinated strategy for the years ahead.
Do I need to be retired to work with an advisor ?
No, you do not have to wait until you retire to work with an advisor. In fact, many people who delay planning until the final stretch find themselves feeling rushed, uncertain, or forced into decisions that are difficult to reverse. Without guidance ahead of retirement, it's common to underestimate income needs, misunderstand tax implications, or enter retirement without a clear strategy for how everything will work together. Even more concerning, if you remain invested too aggressively and the market declines right before you retire, you may be forced to delay retirement because you don't have the time or ability to recover from those losses.
Working with an advisor before retirement can often change the outcome entirely. A well-designed retirement plan can help you retire on your schedule, rather than being dependent on market timing, and in many cases allows people to retire earlier or enjoy a better lifestyle than they originally thought possible.
How does Triumph Financial get paid?
How we are compensated depends on the services we provide. When we manage investments on your behalf, we charge a flat fee based on the amount of assets we are managing. We do better when you do better.
When we provide a specific service bundle, such as tax preparation, the services and price is fully disclosed upfront.
If we help you with insurance products, the insurance company compensates us directly, and there is no additional fee to you. In the spirit of full transparency, all compensation is disclosed up front, and when insurance is involved, we will disclose the compensation paid to us.
Is there a cost for an initial consultation?
There is no fee for the initial consultation. Our focus is on determining whether we're the right fit for each other, and we don't believe it's fair to charge a fee for an analysis if we ultimately decide that working together doesn't make sense.
The optional service bundles are considered payable upon completion of the service.
And we only begin charging an advisory fee once you have become a client and we have started managing your investments. Advisory fees are deducted directly from your account, which helps save you time by eliminating the need for manual payments or administrative follow-up.
Financial Advisor
Eric Drudge:
Investment Advisor Representative, Insurance Licesed, Registered Tax Preparer and Retirement Specialist
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Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Copyright 2020-2026. The Triumph Agency LLC. All rights reserved.