At Trinity Financial Partners, we have been helping clients Plan with Purpose since 1972. Let's have a conversation to determine if we might be a mutual fit to serve you.
In our complimentary introductory meeting, we’ll discuss:
1. Where you are in life now and your goals for the future that are a priority for your planning
2. What is currently causing you stress or feelings of uncertainty
3. What opportunities are you looking forward to in the future
4. Trinity Planning Process and what you can expect from us
5. Your expectations of our relationship
6. Questions you have about Trinity
7. The legacy you dream of leaving
Our success is built upon developing lasting, meaningful relationships based on trust, integrity and superior service.
You may also call 610-687-8040 or email firstname.lastname@example.org