Broker Check

Services

At your service

Trinitas Planning Group provides comprehensive services meeting your Financial, Tax and Legal goals. Our dedicated team listens and discerns what is most important to you and provides solutions that best serve your future.

Financial Planning

<strong>Financial Planning</strong>

Investment Planning
Retirement Planning
Cash Flow & Budget
Risk Management & Insurance
Business Owner Planning
Assistance For Family

Learn more

Tax Planning

<strong>Tax Planning</strong>

Individual & Corporate Tax Returns
Tax Reduction Strategies

Learn more

Legal Planning

<strong>Legal Planning</strong>

Estate Planning
Elder Law & Medicaid Planning
Business Formation and Succession
Charitable Giving

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@trinitaspg.com |  248-963-1154