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Trinity Financial Planning
Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security.
Overview
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.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
Middleton
Corporate office
Dallas, TX, United States
Principals
Jeff Fuqua
Founder and Principal
Sector focus
Frequently asked questions
What geographies does Trinity Financial Planning target for real estate investments?
Trinity concentrates its real estate activity in the Sun Belt, with confirmed positions in Texas and the southeastern United States. The portfolio spans multi-family, retail, and industrial properties. The office has not disclosed activity outside the domestic US market.
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