Trinity Financial Advisors

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Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets We have some of the industry's top data management and planning tools, investment platforms and productsplus, more than 30 years of market experience We take a hands on approach that emphasizes service and support accumulating and managing retirement investments saving and accumulating college education funds managing inheritances, including IRA's life insurance, long term care, and estate planning