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 guidanceHealth insurance: Individual & family plans, dental/ vision/ hearingLife insurance: Term, whole, and universalSupplemental coverage: Hospital indemnity, critical illness, accident, disability, long-term careRetirement Planning & Annuities
Investments
Offers personalized investment coaching, including Roth IRAs, 401(k)s, stocks, bonds, ETFs, mutual funds, and crypto.
Roth IRAs401(k)sStocksBondsETFsMutual FundsCrypto
Taxes & Accounting
Provides tax preparation, bookkeeping, budgeting, and financial statements to strengthen financial fitness.
"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.
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