Info

Trinity Financial Planning is a comprehensive financial planning and investment advisory firm providing unbiased tax advice and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. Our services are designed to serve those who believe strongly in minimizing their taxes, who want to be long-term investors rather than stock traders, and who are capable of handling their finances themselves, but choose to share that responsibility with professionals so that they can spend more time doing that which they truly enjoy with those they love. It is Trinity's mission to make objective, fee-only financial planning a tool that is available to all who want to take control of their financial future. As a registered investment advisor with the State of Wisconsin, Trinity specializes in designing portfolios of index funds using Dimensional Fund Advisors (DFA) funds, Exchange Traded Funds (ETF's) and other select investment vehicles for investment management clients.