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Trinity Financial Planning6405 Century Avenue
Suite 104
Middleton WI 53562
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John M. Scherer, CFP®, ChFC, CLU
Trinity Financial Planning
Specializing in: General Financial Planning, Financial Tune-Up, Investment Management Services, Tax Return PreparationGeographic Area Served: Wisconsin: Madison, Middleton, and surrounding areas
About Me
About My Firm
Title in the firm: Principal and Founder of Trinity Financial Planning
Licenses, Certifications and Designations: CERTIFIED FINANCIAL PLANNER™ certificant - 2000, Chartered Financial Consultant (ChFC) - 1998, Chartered Life Underwriter (CLU) - 1997, Other - Member of Alliance of Cambridge Advisors (ACA - 2001 - Current)
Biography: John Scherer is the Principal and founder of Trinity Financial Planning. He started his financial services career in 1994 as a life insurance agent and registered representative with Northwestern Mutual Life. He later served as a financial planner at Compensation Resource Group, a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer comprehensive, objective consulting for a clientele not limited to the very wealthy, he opened Trinity in 2001 to provide fee-only advice to clients of all means.
A respected media resource, John Scherer has been quoted in numerous local and national publications. Follow this link to read about John Scherer In The News.
John is a past-President and active member of the Sauk Trails Optimist Club in Madison and also is the Past-Chair of the Rosenberry Society Advisory Board for United Way of Dane County. He is a motorcycle enthusiast and an avid golfer and hunter.
Licenses, Certifications and Designations: CERTIFIED FINANCIAL PLANNER™ certificant - 2000, Chartered Financial Consultant (ChFC) - 1998, Chartered Life Underwriter (CLU) - 1997, Other - Member of Alliance of Cambridge Advisors (ACA - 2001 - Current)
Biography: John Scherer is the Principal and founder of Trinity Financial Planning. He started his financial services career in 1994 as a life insurance agent and registered representative with Northwestern Mutual Life. He later served as a financial planner at Compensation Resource Group, a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer comprehensive, objective consulting for a clientele not limited to the very wealthy, he opened Trinity in 2001 to provide fee-only advice to clients of all means.
A respected media resource, John Scherer has been quoted in numerous local and national publications. Follow this link to read about John Scherer In The News.
John is a past-President and active member of the Sauk Trails Optimist Club in Madison and also is the Past-Chair of the Rosenberry Society Advisory Board for United Way of Dane County. He is a motorcycle enthusiast and an avid golfer and hunter.
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John M. Scherer
The Cambridge Pledge to Clients. In all my dealings with my clients, I pledge to be:
*Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
*Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
*Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
*Independent in compensation. I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
*Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.
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Trinity Financial Planning (Trinity) is a registered investment adviser with the State of Wisconsin. Trinity does not provide legal, tax or specific personal advice via this web site. The purpose of this website is limited to providing general information regarding the services offered by Trinity to current and prospective clients and is not an offer to conduct business through this site. Form ADV Part II, which details the business practices, services offered, and related fees of Trinity Financial Planning, is available upon request.
All information contained in this website has been obtained from sources believed to be reliable and is believed to be accurate, but we make no representations as to its accuracy or completeness. All information and ideas should be discussed with a professional advisor before relying on such information.
*Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
*Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
*Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
*Independent in compensation. I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
*Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.
*************************************************************************
Trinity Financial Planning (Trinity) is a registered investment adviser with the State of Wisconsin. Trinity does not provide legal, tax or specific personal advice via this web site. The purpose of this website is limited to providing general information regarding the services offered by Trinity to current and prospective clients and is not an offer to conduct business through this site. Form ADV Part II, which details the business practices, services offered, and related fees of Trinity Financial Planning, is available upon request.
All information contained in this website has been obtained from sources believed to be reliable and is believed to be accurate, but we make no representations as to its accuracy or completeness. All information and ideas should be discussed with a professional advisor before relying on such information.