Financial Planning – You talk. We listen. Together we plan.


Can I retire or how long do I need to work?

That is the number one question on people’s minds, as they approach retirement age.  We work with you on a plan so there are no surprises and you are comfortable about choosing the timing of your retirement.

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.