Trinity Financial Planning

Description

Eric works as a Para-Planner/Apprentice providing support with client services and office administration. He plans on using his experience, working closely with John, to obtain his goal of becoming a financial planner.

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

John is the Principal and founder of Trinity Financial Planning. He started his financial services career in 1994 as a life insurance agent and registered representative with Northwestern Mutual Life. He later served as a financial planner at Compensation Resource Group, a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer comprehensive, objective consulting for a clientele not limited to the very wealthy, he opened Trinity in 2001 to provide fee-only advice to clients of all means.

Products & services

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