Protection Planning

When you protect your income and assets, you are building a moat around your financial plan.  We discuss the importance of a Self-Completing plan. One of the biggest risks to financial success is when income stops. This occurs upon retirement, death, disability or a long-term health condition.

Each scenario is modeled as we discuss a Fire Drill; what may happen presently as well as your goals relating to each risk. 

We are one of approximately 200 independent firms that are members of PartnersFinancial, a national community of industry-leading life insurance and financial professionals, providing invaluable knowledge exchange, preferred market access, resources, technology tools and industry clout.

Insurance companies are chosen by Trinity based upon reputation, size, stability, financial strength, ratings, pricing and product offering. This gives us both leverage and freedom to recommend a wide range of insurance strategies, products or companies that serve our clients’ interests.