Trinity Insurance & Financial Services

Trinity Insurance & Financial Services is an insurance agent in Dixon, Illinois. The firm's corporate office is at 315 S. Peoria Ave., and it also maintains satellite offices in Rockford and Freeport, the latter two open by appointment only. Brett Nicklaus, CFP, is the President and Owner. His financial planning career began in 1986 as a representative with Prudential Insurance, and he became an independent advisor in 1995 so he could develop personalized plans for the people he worked with. He earned his Certified Financial Planner designation in 2003. His primary focus is holistic financial planning, including Social Security maximization and Medicare options and solutions. The firm's services include a Path to Prosperity Assessment, which gives a snapshot of a client's current financial situation and helps determine whether they run the risk of outliving their assets, along with financial planning aimed at preserving retirement assets and providing lifetime income. The team also includes Holly Green, Director of Recruitment and Marketing, and the firm hosts events that current and future clients are welcome to attend. Trinity holds a rating of 4.70.

The Dixon office sits on South Peoria Avenue in the heart of the city, about a tenth of a mile from the Dixon Public Library, Haymarket Square park, the Dixon Fire Department, the Dixon Police Department, the Northwest Territory Historic Center museum, and Dixon City Hall. Office hours are 8 AM to 4 PM Monday through Thursday and 8 AM to 2 PM on Friday.

Brett and Julie Nicklaus married in 1986, moved back to Dixon in 1994 to be closer to family, and are active with their church and the foundation they created, Trinity Cares. For rest and relaxation they spend time on the Rock River or visiting Lake of the Ozarks. Trinity's approach rests on knowing what is important to each client and building a personal relationship in order to develop a strategy that fulfills those priorities, a practice the firm sums up as making it simple. For Dixon residents planning for retirement and weighing Social Security and Medicare decisions, that combination of nearly four decades of financial planning experience and a 4.70 rating is what the firm brings to the table.