Schedule a Call
Schedule a Call
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Schedule Time

What Type of Meeting?

Just Learn More

A 15-minute call to learn more about the practice and how we serve our clients

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Financial Discovery

An initial meeting to discover as much about you as possible to help serve you

For current clients to talk through any changes to their situation

Annual Review
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CONTACT US

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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