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With 38 Years of Experience, Metro Detroit Financial Planning Veteran Joins Forces with a New Firm
(June 1, 2022) – After nearly four decades of helping Michigan-based clients with their financial well-being, Accredited Investment Fiduciary Eric Frantz has decided to join the Trinitas Planning Group.
As the name suggests, Frantz was a managing partner at his former firm and will officially become part of Trinitas Planning Group (TPG) on June 1, 2022.
“This new partnership has me thrilled for existing and potential clients – it’s truly the perfect way to continue to offer our current level of service and add much more under one roof,” said Frantz.
In addition to what clients already benefit from, the new association adds a dedicated service department, complete tax preparation, and even estate planning council.
TPG was founded by Accredited Investment Fiduciary Anthony Bonner, who has been professionally and personally aquatinted with Frantz for more than 10 years.
“We’re committed to the community at TPG, and we’re thrilled to welcome Eric, his team, and his clients to our family,” said Bonner. “We’re a full-service boutique firm that prides itself on giving each client individual attention to achieve their financial goals – Eric’s approach to helping a diverse array of clients is a perfect match.”
“I can’t wait to share all the new ways TPG and I can better serve clients and their families,” added Frantz.