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Trinity Financial Planning

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Trinity Financial Planning

Mission statement:

To make objective, fee-only financial planning a tool, which is available to all who want to take control of their financial future.

History:

Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security.

We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance.

Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.

Trinity Financial Planning offers the following:

• Holistic Financial Planning includes a very wide range of services. We meet with our clients as often as necessary during the course of the initial year, depending on the situation, to create and set in motion their financial plans.

• Financial Tune-Up: One meeting – Two hours – Three questions

• Investment Management Services are offered to eligible clients using a passive management approach.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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