Broker Check


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.

<strong>Financial Planning</strong>

Financial Planning

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

<strong>Tax Planning</strong>

Tax Planning

Individual & Corporate Tax Returns
Tax Reduction Strategies

<strong>Legal Planning</strong>

Legal Planning

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

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. |  248-963-1154