Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance.
Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders. It is our mission to make objective, fee-only financial planning a tool, which is available to all who want to take control of their financial future.
Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders. It is our mission to make objective, fee-only financial planning a tool, which is available to all who want to take control of their financial future.
Services
Wealth Management includes a very wide range of services. We meet with our clients as often as necessary during the course of the initial year, depending on the situation, to create and set in motion their financial plans. We believe that financial decisions cannot be made in a vacuum, and only by considering the whole financial life can one prudently plan for the future.
Trinity Financial Planning specializes in helping clients navigate the complex maze of financial decisions as they prepare for and enter retirement. As a fiduciary practice, our clients maintain confidence that the advice provided is in their best interests. We would like to retire in the next five years, but in these uncertain economic times we're concerned about being able to afford it.
We don't use generic calculators that make unrealistic projections about 'average' people; nor do we have cookie-cutter portfolios that all clients fall into. We apply long standing, core financial principles to each individual client's unique desires, personality, and needs, to come up with advice that is meaningful on an individual basis.
John is the Principal and founder of Trinity Financial Planning, LLC. He started his financial services career in 1994 as a life insurance agent and later served as a financial planner at a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning.
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