Our Team
With a combined experience of over thirty years running businesses and in the Financial and Insurance industry.
Trinity Retirement and Investments are motivated every day to help individuals and organizations to grow and achieve all that is possible for them. Growth and Protection of Assets, avoiding taxation and Insurance solutions.
Smart planning always has its obstacles, so helping people to overcome their roadblocks is an incredibly rewarding challenge.
Helping people to achieve objectives they might never have accomplished alone provides enormous significance and fulfillment.
So, whether it's individuals or organizations, our goals are the same--taking people to the next stage.
With a clear plan and accountable execution, it's only a matter of time before individuals and organizations achieve the objectives they have set out for.
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Partner
Julie
Seward
Having worked with Medicare and Insurance companies for over ten years, I saw the need for superior service and great planning as being essential part of our Business.
Partner
Scott
Seward
Owning and running my own Million dollar corporations,
I realized just how hard and complicated it can be.
Associate
A.J. Seward
Having experience in Medicare and Anti-Trust, his knowledge is priceless. Also, Working in Estate Planning is a valuable asset to the team.
