Trinity Financial Advisors LLC
541 North Fairbanks Court
Suite 1060
Chicago, IL 60611
Our Firm
Our mission is to provide comprehensive wealth management services to enable our clients to achieve their financial goals.
Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. We provide financial planning and investment management services on a Fee-Only basis that is not contingent on the purchase or sale of any financial product. **NAPFA Member**
We maintain total objectivity and suggest the course of action that is best for you.
Our business philosophy is based on objectivity, fairness, full disclosure, confidentiality, integrity, honesty and professionalism. We measure investment performance against the proper benchmark and regularly monitor and report performance.
Through our comprehensive planning process, we get a precise view of your entire financial picture. Then, with all of the information at hand, we recommend a plan and investment strategy custom-tailored to your needs.
Our goal is to chart a path for our clients to attain their financial dreams.
Our Financial Planning Services
Using a counseling-oriented approach, we begin by understanding your goals. At our initial meeting, we identify and prioritize issues, analyze them thoroughly and outline a program that meets your personal objectives.
We take the time to build your confidence and trust, answer all of your questions and explain everything in detail. Our review of your financial picture includes:
Cash Flow Analysis – Identify cash inflows and expenses and help plan for future savings and cash needs.- Compensation and Benefit Planning – Coordinate your employee benefits within one financial plan.
- Estate Planning – Examine your current estate plan in the context of your broader life goals and the “big picture” of your financial future.
- Income Tax Planning – Understand the current tax laws and determine how you can optimize your tax decisions. The income tax effect of all financial planning and investment decisions are discussed. Tax compliance services are available for financial planning and investment clients.
- Insurance Planning – Review your current insurance plan to ensure that you and your family are properly covered with various types of insurance. We then work with your insurance agent to implement any changes, if necessary.
-
Retirement Planning – Formulate your retirement objectives and plan for the security of future generations.
Our Investment Management Services
Trinity makes unbiased decisions on how to allocate your assets. We seek our “best of class” professional money managers. This type of objective investment planning and management targets the right people and the appropriate financial products geared to your individual risk tolerance.
Our firm strictly adheres to Modern Portfolio Theory in constructing diversified portfolios with special attention to minimization of downside risk. Each client receives an investment policy statement which outlines proposed allocations and indicates the probable range of investment returns as well as the projected volatility of these returns.
Portfolios are reviewed quarterly and typically rebalanced annually. Investment performance is always compared versus the appropriate benchmark for the manager/fund.
Special attention is paid to after-tax investment returns through the use of tax-efficient mutual funds and tax-aware managers.
Our Expertise
Our experience has provided us with expertise with personal financial issues facing executives, senior managers, medical professionals and business owners.
These include analyzing and developing strategies for stock options and restricted stock and other executive benefits, working with experts in asset protection for high net wealth individuals and developing group and individual pension or defined contribution plans for those with larger taxable incomes.
We also work with individuals in transition due to the death of a loved one, divorce or change in employment circumstances. A significant portion of our client base has retired in the last five years.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Trinity Financial Advisors LLC has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
