Nancy L. Ladd

Nancy L. Ladd

| CFP®, MBA

Trinity Financial Advisors, LLC

(312) 245-1300

Contact Me

www.tfa-llc.com

Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

541 N. Fairbanks Ct.
Suite 1060
Chicago, IL 60611

Nancy Ladd is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Nancy Ladd is a Fee Only Financial planner in Chicago, IL.  Nancy joined the Trinity Financial Advisors team in 2007.  Prior to joining Trinity, she was a financial advisor with an independent financial planning firm specializing in comprehensive financial planning for high net worth university professionals.  Nancy spent most of her career at the Harris Bank working in their financial planning department.  She earned her Bachelors degree from DePaul University and her M.B.A. in Financial Planning from St. Xavier University.  She is also a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA® Registered Financial Advisor.  She is also an adjunct faculty member for St. Xavier University and serves on the board for the South Suburban Council of the FPA as Secretary.