Trinity
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Live your Dream

Financial Consulting

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Consulting Services

Through our agency partnerships and brokerage agreements, Trinity offers financial consulting services, retirement planning, tax preparation, medical benefits, legal, financial and other professional services to individuals, small business, social, civic organizations and trade associations. Our network of experts offer a broad range of Financial, Life, Health and Business advice to help you before retirement or to make a smooth transition into retirement. Review the links to these professional business partners and call, text or email for further assistance.

 

Get In Touch

Trinity Insurance is dedicated to finding the best possible solutions for you, your family and/or your business. Trinity operates with Christian principles and seeks to bring fairness and integrity to each transaction for the benefit of all involved. Our motto is “Trinity cares for you”… 

Book an appointment ▸

 
 

Our Network Of Experts

 
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Elderwerks Educational Services

Jennifer Prell - President

Elderwerks Educational Services is a not-for-profit 501 (c) (3) corporation offering complimentary information, referrals and resources for seniors. The Senior Directory is the only comprehensive resource in Illinois designed to support seniors at home or help them transition to a new life style.

 

Location

P.O. Box 92
Cary, IL 60013

 

Contact

p: (847) 462-088
f: (847)639-9250

www.Elderwerks.com

 
 

 
 
 
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Internal Medicine

Reginald L Spears, M.D.

Spencer focuses on the various facets of law that revolve around digital media and technology, whether that’s securing patents and trademarks for wearable tech or negotiating distribution agreements for the now prolific AZL App. Prior to co-founding Harris Ingram, he managed the tech startup accounts for Lee, Wooden & Ziegler LLP. Spencer has represented and advised entrepreneurs on best legal practices for their business for over 15 years.

 

Contact

4160 Rte 83
Suite 207
Long Grove, Illinois 60047

p: 847.415.2127
f: 847.415.2130

 

Education

Medical School: Southern Illinois University School of Medicine
Internship: Lutheran General Hospital
Residency: Lutheran General Hospital

Hospital Affiliations

Advocate Condell Medical Center
Advocate Lutheran General Hospital

 
 

 
 
 
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Sound Money Management, Inc.

Lynda Paul

"Trust" has taken a beating on Wall Street over the past few years. There has never been a greater need for building a relationship with a trusted advisor at Sound Money Management Inc., a Registered Investment Adviser. We are a fee-based financial planning and asset management firm.  

Investing in your future has never been so complex.  Market and world events have left many investors wondering if they have the right portfolio of investments.  This is why it is more important than ever to have the right team of investment professionals working on your behalf.

 

Contact

5111 Grand Ave
Gurnee, IL 60031
p: (847) 263-7526 or (847) 263-PLAN
f: (847) 263-7521

lynda.paul@hotmail.com

 

 

 

 

 

 
 
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New York Life Insurance Company

Edna Rachal, LUTCF, LTCP, Agent

Location

520 Lake Cook Road
Suite 600
Deerfield, IL 60015

Contact

(847) 274-4853
(847) 317-0127
emrachal@ft.newyorklife.com