Trinity Financial Planning specializes in helping clients navigate the complex maze of financial decisions as they prepare for and enter retirement.
"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. How do we know if we can retire? Is there a way to have reliable income but yet provide for future growth to offset inflation?"
What our clients all have in common is that they have enjoyed highly successful careers, whether as business owners, executives, or other professionals; they are humble, regular people despite their success; and they are grateful for all they have and believe in giving back to their family and their community.
You want to simplify your life.
Albert Einstein once said “Things should be as simple as possible, no simpler.” We couldn’t agree more.
You know that information is readily available; what you’re looking for is knowledge.
Virtually everything you need to know to manage your own financial situation is available on the internet. But the expertise to apply that information in unique, real-life situations is not nearly to easily accessible. Our real value comes not from knowing facts or strategies, but from the knowledge of how to apply that information to a wide variety of client situations.
You want full disclosure and advice untainted by commission-driven sales.
We offer full disclosure, fee-only advice all the time. No product sales, no commissions, ever.
You want holistic advice.
It is not difficult to find someone who will sell you insurance. Or someone willing to provide investment advice. Or someone to prepare your income taxes.
But we don’t believe that getting advice in a vacuum leads to success.
We DO believe that:
That’s why we integrate proactive tax planning, investment advice, insurance analysis and financial planning to produce a holistic, coordinated plan.
If you think you are a good candidate to become a TFP client and would like to discuss our process, click here to: Schedule an Appointment
Now that you know the kind of clients we work with, the issues we help them resolve and what our clients need to do to ensure their success, click on this link to learn more about How We Work.