LifeGoals Financial Group

Since 1990, we have helped individuals and families identify their financial purpose, set goals and tick milestone after milestone off their lists. We are also committed to providing our clients with the knowledge they need to make sound decisions in areas of their finances that they manage independently.

Welcome to Merrill Lynch in Grand Blanc, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

About Trinity Financial Services Trinity Financial Services, LLC provides you with the utmost in customer service, integrity and professionalism. Our principals have over 30 years combined experience and have developed key relationships with the Life Settlement Industry's leading institutional and private purchasing companies. Our mission Trinity Financial Services, LLC is to provide the most comprehensive coverage on every Life Settlement case. Our unique and aggressive bidding process along with our full disclosure policy provides our agents, financial planners, CPA's and attorneys with the highest Life Settlement offers. These professionals can now provide their clients with the latest and most profitable financial planning options. Trinity Financial Services, LLC has been instrumental in the education, growth and development of Life Settlement Industry and can provide you with the knowledge, marketing support and training to assist every client who may qualify for a Life Settlement transaction. Allow us to lead you into the highly lucrative Life Settlement Industry. Life Settlement Broker License and Compliance Document Page. Trade Association and Compliance Trinity Financial Services, LLC is an active member of the Viatical Life Settlement Association of America. The VLSAA is comprised of the most established firms in the industry, and is dedicated to maintaining the highest ethical standards within the Life Settlement industry. Compliance Regulatory Solution Associates 1720 Cheery Ct., IL 60046 Lake Villa