Call to set up a Complimentary
Retirement Consultation

We offer a complimentary, no obligation review. Even if you already have a financial planner or stock broker who advises you, we would like you to consider sitting down with Trinity Financial.

We would be glad to provide you with a complimentary review of your existing RETIREMENT PLAN and perhaps make some suggestions on how you can develop a stronger DEFENSIVE RETIREMENT PLAN.

Usually our consultation takes only about an hour. If some of our suggestions make sense, you can then better decide how we can be of further service.
James R. Hicks received his Certified Financial Planner CFP designation in 1982 from the international Board of Standards and Practices for Certified Financial Planners, after successfullly completing his course of study from the College for Financial Planning in Denver, Colorado.

In June of 1985, Jim served as adjunct faculty for the College of Financial Planning.Jim is a veteran and served in the United States Coast Guard, including a tour of duty in Vietnam, and was also a Detroit Police officer for 5 years while attending college.

LPL Financial

Jim offers clients an unbiased approach to planning and investing through LPL Financial.The independance of LPL is demonstrated by the fact that LPL does not develop its own investment products enabling Jim to offer truly objective advice.

In providing investment advice and financial services to individuals and businesses in Southeastern Michigan and the surrounding area since 1975, Jim's goal is to build long-term relationships with clients to help them succeed financially.
More about LPL

Reflect Your Faith and Values in Your Investments

One of the most common concerns regarding values-based investing is the misconception that investments based on moral principles do not perform well. Nothing could be further from the truth. Morally responsible investing is competitive with the S & P 500.

"But seek first his kingdom and his righteousness, and all these things will be yours as well" Matthew 6:33

More and more people are moving to values-based investing and aligning their spiritual values with their financial investments.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with residents of states in which we are licensed.

The financial professionals of Trinity Financial Services are licensed to do business in the following states: Arizona, California, Colorado, Florida, Georgia, Michigan, North Carolina, and South Carolina.