• 815-288-5800
  • 315 S. Peoria Ave. Dixon, IL 61021 • 2990 N. Perryville Rd. #4102B Rockford, IL 61107

Financial Planning & Insurance Professionals

Trinity Insurance & Financial Services’ mission is to treat our clients like family. We learn what is important to you in order to develop a strategy that ensures your priorities are addressed. We feel this can only be accomplished by developing a personal relationship with you. Our focus is retirement income planning with an emphasis on maximizing Social Security benefits and securing a surviving spouse’s future income stream.

While products are bought and sold, we believe your trust must be earned.

FREE Guide to 7 Things You Need to Know to Never Run Out of Money in Retirement

“The Social Security Decisions”

Start planning your strategy for claiming your Social Security benefits.


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