”⁵Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty." Proverbs 21

      Services

Investment Services:

Portfolio Analysis
Strategic and Tactical Asset Allocation*
Fee Based Asset Management*
Full Service Brokerage*

Comprehensive Financial Planning including:

Goal Analysis
Asset Allocation
Pre- & Post-Retirement Planning
Education Funding
Estate Planning
Insurance Planning
Tax Planning

Business Planning:

Executive & Employee Benefits (Deferred Compensation, SERP Plans,)*
Retirement Plans (401k, Profit Sharing, SEP, Simple IRA, Pension Plans)*
Succession Planning
Buy/Sell Agreements

Accounting Services:

Trinity has strategic alliances with two public accounting firms. Through these professional partnerships, clients have access to a full menu of tax, accounting, bookkeeping, auditing, and consulting services, including:

Personal, Business and Trust Tax Returns
Bookkeeping, Payroll, Audit and Consulting

Products:

Stocks, Bonds, Mutual Funds, CDs, IRAs
Insurance and Annuities
Trust & Banking Services

Financial Planning and Investment Advisory Services are provided on a Fee Basis.