Trinity Financial Partners help families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving.
We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process.
Our Trinity Wealth Management Planning System includes detailed modeling of all areas of financial planning: Retirement Income Planning, Estate Planning, Education Planning, Cash Flow Analysis, Investment Asset Allocation, Risk Management Planning (including Life, Disability and Long Term Care Insurance), and Business Planning. We educate you to make better decisions today based upon the long-term impact of each decision. We also help to fit all of the pieces of the puzzle together. Implementation of recommendations such as investment management and insurance is at your discretion. Our individualized Client Roadmap keeps us on track with a continual service and review process.