Megan Crowell

Life Agent, Insurance Case Manager at Trinity Financial Partners

Megan Crowell's Professional Contact Details

Email (Verified)

****@trinityfp.com

Get Email Address

(909) 481-4000

Location

Rancho Cucamonga, California, US

Company

Trinity Financial Partners

Person Seniority

manager

Megan Crowell's Current Company Details

Trinity Financial Partners

Ontario, California, US • 12 Employees

finance

Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving. View our Planning Process Here: http://trinityfp.com/wayne/trinity-planning-process/ Independent We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process. Comprehensive Our Trinity Wealth Management Planning System includes detailed modeling of all areas of financial planning: Retirement Income Planning, Estate Planning, Education Planning, Cash Flow Analysis, Investment Asset Allocation, Risk Management Planning (including Life, Disability and Long Term Care Insurance), and Business Planning. We educate you to make better decisions today based upon the long-term impact of each decision. We also help to fit all of the pieces of the puzzle together. Implementation of recommendations such as investment management and insurance is at your discretion. Our individualized Client Roadmap keeps us on track with a continual service and review process.

Founded Year

2000

Organization Website

trinityfp.com

Organization Languages

English

Organization Revenue

6000

Current Technologies

nginx

google analytics

wordpress org