Founded in 2010 by Tim G. Ranzetta, Trinity Financial Planning, LLC is an independent, fee-only financial planning and investment management firm based in Madison, Wisconsin. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer a comprehensive suite of services including retirement planning, investment management, tax strategies, and estate planning, focusing on creating personalized financial roadmaps for their clients without earning commissions on product sales.

Founded in

United States