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Services

We help families and business owners plan for the future, maximize tax planning, and become financially bulletproof.

Business
Planning
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man holding his chin facing laptop computer
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group of people standing on green grass field during daytime
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man kissing woman on check beside body of water
Family
Planning
Retirement and Estate
Planning

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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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