Brett Nicklaus, Certified Financial Planner

Brett Nicklaus, CFP ®

 Are you looking for a financial path to guide you through life's journey?  

At Trinity Insurance & Financial Services*, let us partner with you with our particular Prosperity Advantage Process™ to empower you in your life's dreams, goals and future.  Contact us today to take the first step on your financial path. 

 

 

 

 

*Securities offered through Brokers International Financial Services, LLC, Panora, IA. Member FINRA/SIPC. Brokers International Financial Services, LLC and Trinity Insurance & Financial Services are not affiliated companies
 
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Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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