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Plan with intention

Real peace of mind starts with a plan that reflects what matters most. We help families build security, live generously, and move toward their goals with clarity and confidence.

IT’S TIME TO

THREE STEP APPROACH

Two businessmen discussing documents at a table.
Two businessmen discussing documents at a table.
woman in black long sleeve shirt sitting beside woman in gray sweater
woman in black long sleeve shirt sitting beside woman in gray sweater
man in white dress shirt sitting beside woman in black long sleeve shirt
man in white dress shirt sitting beside woman in black long sleeve shirt

LEARN

BUILD

PROGRESS

It's essential for us to understand your goals , and the planning you've undertaken so far. With that, we can work together to have the best chance of those goals being met!

We will discover where you've been successful, and where the potential pitfalls are. From there, we'll enact a plan, factoring in every piece of the puzzle.

At least once per year, we'll sit down to review the numbers, goals, and progress and make any adjustments as necessary. This is an essential part of working together.

rmckay@trinityfinancialadvisors.org

859-838-4123

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Trinity Financial Advisors, LLC, BFCFS, and BFC Planning, Inc. are not affiliated entities.

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