Trinity Wealth & Financial Coaching

Train Your Finances Like a Pro Athlete

Financial consultant in Columbus, OH (show on map)

5.0

★★★★★

8 reviews

Trinity Wealth & Financial Coaching combines insurance, investments, and accounting services to help clients build a winning financial game plan.

Call (614) 408-5253

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About

Trinity Wealth & Financial Coaching, founded by Nathaniel J. Russell, integrates insurance, investments, and accounting services to create a comprehensive financial strategy.

Serving Columbus, Gahanna, Dublin, and across Ohio, the firm emphasizes faith-based principles, personalized coaching, and a holistic approach to financial wellness, including Medicare planning, tax preparation, bookkeeping, and investment guidance.

Integrated financial coaching under one roof

Faith-based approach grounded in biblical principles

Personalized game plan tailored to each client’s goals

Comprehensive services: insurance, investments, taxes, and accounting

Services

Insurance

Provides Medicare and health insurance planning, life insurance, supplemental coverage, and retirement planning with annuities.

Medicare: Advantage, Supplement (Medigap), and Part D guidance Health insurance: Individual & family plans, dental/ vision/ hearing Life insurance: Term, whole, and universal Supplemental coverage: Hospital indemnity, critical illness, accident, disability, long-term care Retirement Planning & Annuities

Investments

Offers personalized investment coaching, including Roth IRAs, 401(k)s, stocks, bonds, ETFs, mutual funds, and crypto.

Roth IRAs 401(k)s Stocks Bonds ETFs Mutual Funds Crypto

Taxes & Accounting

Provides tax preparation, bookkeeping, budgeting, and financial statements to strengthen financial fitness.

Tax Preparation Bookkeeping & Budgeting Personalized Financial Statements Banking Solutions (coming soon)

Credentials & Certifications

Registered Investment Adviser

Licensed Insurance Agent

Tax Professional

Reviews

Rating

★★★★★

Reviews

"He's very thorough and congenial throughout the long process."

Frequently Asked Questions

What does a financial coach do? +

A financial coach helps you train your money mindset, build a personalized game plan, and stay accountable—just like a coach would with an athlete. At Trinity Wealth & Financial Coaching, we guide you through budgeting, investing, insurance, retirement, and tax strategies so you can hit your financial goals with confidence.

Do you offer financial planning in Columbus, Ohio? +

Yes! We offer personalized financial coaching and planning right here in Columbus, Ohio, and serve clients across the state. Whether you’re just getting started or ready to fine-tune your portfolio, we’ll help you build a smart, winning strategy.

Can you help with health insurance or Medicare? +

Absolutely. We help clients navigate both Affordable Care Act (Marketplace) health plans and Medicare options. Whether you’re self-employed or approaching retirement, we make insurance easier to understand and more tailored to your needs.

What’s included in your retirement planning services? +

Retirement planning includes everything from investment strategies and annuities to income projections and withdrawal planning. We focus on helping you feel prepared—whether retirement is 30 years away or just around the corner.

What is the Financial Playstyle Quiz? +

Think of it as your scouting report. This free quiz helps us understand your financial habits, risk tolerance, and goals—so we can build a customized plan that plays to your strengths and fills the gaps in your current financial strategy.

Do you also offer tax preparation and bookkeeping? +

Yes! We provide tax filing services and bookkeeping to help individuals and small businesses stay organized and reduce stress at tax time. It’s part of our holistic approach to financial wellness.