Meet the Trinity Financial Team
Relationships are essential to life, therefore make them last forever. With that in mind, take a moment to learn about the dedicated staff on hand to assist you on your retirement journey.
With nearly 75 years of combined experience, we have the savvy and know-how to help you reach your financial goals.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. The group you work with brings the firm to life. That’s why we’ve chosen this team: They make Trinity Financial Group what it is today with their dedication, hard work, heart and vision.
Who is Trinity Financial?
The Trinity Team
Meet the team dedicated to your success.
We believe in the importance of getting to know each of our clients and learning how we can help you achieve your goals for retirement.
The Trinity Process
We seek to build a long-term relationship focused on creating custom strategies that impact your retirement income planning, asset protection, 401(k) rollovers, tax minimization planning, wealth management, and legacy. Trinity Financial Group understands that each client is unique, therefore each strategy should be too. Using our five-step process outlined below, we’ll work with you to build a comprehensive retirement plan to lead you on the road to your ideal retirement.
Engage
We take our client relationships seriously. We want to get to know you, learn about your world today and understand where you want to go.
Assess
A simple and straightforward assessment. This lets us evaluate your existing financial situation and identify what may be needed to realize your financial and retirement goals.
Strategize
We build off your assessment. We’ll create a Retirement Plan that outlines the best steps to help achieve the retirement you have in mind.
Implement
We actively communicate with you. Communication is key as your Retirement Plan is implemented to ensure a smooth transition and full transparency in the process.
Monitor
We maintain an ongoing relationship with you. Keeping an eye on your plan’s progress and helping you navigate any changes that come along.
Ready to start a conversation?
Developing your custom retirement plan begins here. We’ll spend 15 minutes getting to know you and your needs to match you with an advisor committed to helping you achieve your retirement goals.
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.