At Trinity Professional Group Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
David Smith, CPA, CFP®, PFS
Dave Smith currently holds the position of President/CEO of Trinity Professional Group, Inc., serving clients in the Dallas/Fort Worth area and other states. Prior to this Dave Smith held the position of Managing Director of Jones...
Ruth R. Smith