|
Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security.
We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance.
Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.
It is our mission to make objective, fee-only financial planning a tool, which is available to all who want to take control of their financial future. Find out more!
Please contact us if you are interested in learning more about how we can help you succeed in you financial goals.
***
Click here to read the latest about John Scherer In the News!
***
Join us for a FREE 45 minute Webinar
Did you miss a recent webinar? View previous webinar presentations HERE
***
***
Enjoy frequent commentary in regards to: news, finance and the economy.
***
Sign up to receive our monthly newsletter.
Read the current newsletter
The Cambridge Pledge to Clients
In all my dealings with my clients, I pledge to be:
-
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.
Certified Financial Planner Board of Standards Inc.
CFP Board (www.CFP.net), a nonprofit regulatory organization, is devoted to educating the public about the benefits of financial planning.
|