At Trinity Planning Associates™ (TPA), we are passionate about planning and are certain of the peace of mind it provides.
Since 1983, we have counseled our clients through many recessions, bear markets, and even a pandemic. We have observed that those whose financial decisions are based upon an integrated plan are less stressed, more optimistic about their future, and express less financial regret.
Our clients value our straight forward planning approach:
First, we LISTEN to and RESPECT your unique situation. Then we help you get crystal clear on what you want to accomplish and visualize what’s possible.
Second, we will CO-CREATE your financial plan. Your plan will reveal any blindspots or gaps, and guide us in designing strategies to reach your retirement, estate and business planning goals.
Third, we will LEAD you to select a course of action and collaborate with your other professional advisors to achieve coordinated results. We will meet with you periodically to monitor your plan and your progress through time.
Having worked with us, clients tell us they feel taught - not sold, better organized, more tax efficient and less governed with their money.
Thank you for visiting our website. Please take a minute to read some testimonials, meet the team and review our services.