TRINITY Financial Services
Secure Your Retirement with an Income You Can’t Outlive
Retirement Income Planning & Safe Money Strategies Serving South Florida
Welcome to Trinity Financial Services of South Florida, where your financial peace of mind is our top priority. Led by retirement plan advisor Steven Hennessy, we specialize in safe retirement savings, Secure lifetime income annuities, long-term care solutions, and personal and business life insurance. Whether you’re approaching retirement or already retired, we help you protect your nest egg and create income you can never outlive.
Why Choose Us?
Safe Money Strategies
Keep your principal protected while earning reasonable returns.
Private Pension Plans
Turn your savings into predictable monthly income for life.
Secure Income Annuities
Eliminate the fear of outliving your money.
Long-Term Care Planning
Protect your family and legacy from rising care costs.
Business & Estate Solutions
Custom life insurance strategies for business owners and high-net-worth families.
Retirement Planning Services
RETIREMENT INCOME PLANNING
With a structured retirement plan, you can eliminate continually wondering about how much money you’ll need to retire and how you will achieve it. If you live in Dade County, Trinity Financial Services can answer your questions and work with you to design a retirement plan that insures monthly income for your future—just like your paychecks did while you were working.
LONG-TERM CARE
None of us want to think about possibly needing assisted health care when we get older. But avoiding the issue can lead to financial calamities later in life. Long-term care insurance is not for everyone. But checking with an expert to see if it may be a good fit for you is a wise choice. If you live in South Florida, Steve Hennessy of Trinity Financial Services is that expert—he can help you assess all your options.
MAXIMIZING SOCIAL SECURITY
The assumptions you have about Social Security—such as waiting until maximum retirement age to claim benefits—may not entirely be true. Or, they may just not be the best fit for you and your family. Visiting with an expert on Social Security optimization like Steven Hennessy will help you to feel certain you are not leaving any money on the table when it’s time to claim your benefits.
Steve Hennessy
Steve is an independent financial advisor, helping people for over 40 years to protect their assets, invest wisely, and plan for a worry-free retirement. As a result of his planning strategies, his clients are well educated and confident of their financial future.
PHONE
(305) 233-7751
Steve@trinityfinancialsfl.com
Address
7642 S.W. 169th Street
Miami, FL 33157