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John Scherer
John is the Principal and founder of Trinity Financial Planning. He started his financial services career in 1994 as a life insurance agent and registered representative with Northwestern Mutual Life. He later served as a financial planner at Compensation Resource Group, a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer comprehensive, objective consulting for a clientele not limited to the very wealthy, he opened Trinity in 2001 to provide fee-only advice to clients of all means.
A respected media resource, John has been quoted in numerous local and national publications. Follow this link to read about John In The News.
John is a past-President and active member of the Sauk Trails Optimist Club in Madison and also is the Past-Chair of the Rosenberry Society Advisory Board for United Way of Dane County. He is a motorcycle enthusiast and an avid golfer and hunter.
Our pledge to you:
- Holistic in outlook - I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
- Professional in conduct - I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
- Educational in nature - I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
- Independent in compensation - I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
- Committed to your success - Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.