Trinity Financial Advisors
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
John Wimbiscus is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Financial Planning Services
Using a counseling-oriented approach, we begin by understanding your goals. At our initial meeting, we identify and prioritize issues, analyze them thoroughly and outline a program that meets your personal objectives. We take the time to build your confidence and trust, answer all of your questions and explain everything in detail. Our review of your financial picture includes:
Cash Flow Analysis – Identify cash inflows and expenses and help plan for future savings and cash needs.
Compensation and Benefit Planning – Coordinate your employee benefits within one financial plan.
Estate Planning – Examine your current estate plan in the context of your broader life goals and the “big picture” of your financial future. Our professionals study your estate plan, propose any modifications and work with your attorney to implement any changes.
Trinity makes unbiased decisions on how to allocate your assets. We seek our “best of class” professional money managers. This type of objective investment planning and management pinpoints the right people and the appropriate financial products geared to your individual risk tolerance. These financial products include no-load mutual funds, index funds, separate account managers, exchange-traded funds and fixed-income securities.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Wimbiscus is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Wimbiscus is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Wimbiscus is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact John Wimbiscus
541 N. Fairbanks Ct.
Chicago, IL 60611