19"Do not store up for yourselves treasures on earth, where moth and rust destroy, and where thieves break in and steal. 20But store up for yourselves treasures in heaven, where neither moth nor rust destroys, and where thieves do not break in or steal. 21For where your treasure is, there your heart will be also." Matthew 6:19-21
About Trinity Financial Services, Inc.
Trinity’s business philosophy for financial planning and investments is summarized as follows:
"Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty." Proverbs 21:5
- Adhere to proven financial disciplines involving long-term goal oriented planning and investing.
- Financial plans emphasize goal setting and diversified asset allocation with all clients.
- Risk Management – striving to grow capital and minimize losses – is the foundation of strategic investment planning. There are times when is pays to be more aggressive and there are times when it is more beneficial to be risk averse. Financial losses are mathematically more detrimental than missed opportunities.
- Heavy reliance on strategic asset allocation and tactical asset allocation in investment management.
- Avoid speculative high-risk investments.
- Develop objective financial solutions utilizing stocks, bonds, mutual funds and third party money managers. Life insurance is not an investment, and insurance products, in general, are recommended only when deemed appropriate for risk management.
- Make sure client risk preferences are taken into account in choosing specific investments.
- Review financial plans and investments regularly with clients and make adjustments as necessary.
Our Associates:
Jeff is a Certified Financial Planner practitioner and President of Trinity Financial Services, Inc. He has over 28 years experience in the financial services industry, including 10+ years in personal financial planning and over 17 years experience as a senior financial officer in financial institutions overseeing and managing assets and liabilities. Jeff graduated from Wichita State University in 1977 with a Bachelors degree in Business Administration.
Jeff’s community activities include serving on the Sedgwick County Physical and Mental Disabilities Advisory Board, the Salvation Army Homeless Advisory Council, and Big Brothers and Big Sisters.
Professional Alliances:
Mr. Fortner’s firm, formed in 1998, specializes in accounting, income tax and consulting services to the construction, real estate and manufacturing industries.
1972 to January, 1998 – Partner in a national accounting firm with a professional practice emphasizing the above industries. In addition to professional services to clients, he served as the Wichita office Quality Assurance Partner (since 1990) and was therefore responsible for implementing, monitoring and reviewing the office’s services for compliance with firm and professional standards. Responsible for review and consultation on litigation assignments since 1990.
Diverse career experience including services to other industries such as oil and gas, lumber wholesaling, trucking, automobile dealership, ranching, grain storage & merchandising, rail car leasing and horse racing. Services have also included utility rate consulting and testimony before the Kansas and Oklahoma Corporation Commissions.
Mr. Short is President of Financial Management Resources, Inc. (FMRI). FMRI specializes in accounting, income tax and consulting services to the construction, real estate and manufacturing industries. Examples of the types of services and experience offered are as follows:
- Audits, reviews and compilations of financial statements, accompanying notes and supplementary information
- Preparation of federal and state Individual, C Corporation, S Corporation, Partnership, Limited Partnership, Limited Liability Company and Fiduciary income tax returns; Estate and Gift Tax Returns; Annual Reports filed with the Secretary of State; Payroll Tax Returns
- Assistance to those who are starting a business (developed a work program to help guide through all the steps of starting a new business)
- Documentation of systems and internal control analysis to assist clients with their goal of continuous improvement
- Projections and forecasting for various ideas and alternatives being considered by clients
- General accounting assistance to clients with specific needs in problem areas
September 1, 1995 to February 1998 - worked for a national accounting firm focusing on the industries mentioned above. Also provided services to other industries including health care, retailing, distribution, oil and gas, ranching, financial institutions and rent-to-own franchises. Experience during this time included providing and supervising a wide-range of financial services to clients in the above industries with earned revenues ranging from under $1 million to in excess of $250 million.