Service Offerings, Trinity Financial Advisors, Chicago, Illinois

Hourly Planning: 

Hourly Service Offerings Available

Financial Planning Areas

All of our financial planning areas can vary from complex to not so complex, it will just depend on how deep of a dive will fit your situation and budget.  We work with each client to discuss their situation, evaluate their needs, and then pick together the right level.  

Below are some examples of areas that we work with our clients on for planning, each one can range from small to large levels of effort, but again everyone's situation is unique.  The graph below also ties to the examples given in the Hourly Rates Level Graph, for planning cost of services.

General Financial Planning Services:

  • How and when to pay off debt.
  • Establishing an emergency fund.
  • Education planning for college or private high school, or special year.
  • Benefits review
  • Income tax planning
  • Home purchase decision

Retirement income planning:

  • Maximizing your Social Security retirement benefits (with optimization software).
  • 401k/403b planning
  • Roth IRA planning and optimization

Investment Advice:

  • Asset allocation for taxable or retirement accounts.
  • Asset allocation for multiple retirement accounts (IRA, 401k, 403b, etc.).
  • Guidance on annuities

Insurance Counsel:

  • Property and casualty
  • Life insurance
  • Long term care insurance
  • Healthcare, including use of government programs

Estate Planning:

  • Estate design
  • Charitable planning
  • Revocable and irrevocable trusts
  • IRA beneficiary designations and trusts for IRAs
  • Estate settlement counsel
  • Charitable LLCs