Our Mission
At Trinity Legacy Corporation and Financial Services, our mission is to empower individuals, families, and business owners to achieve lasting financial security and peace of mind through education, personalized protection, and trusted partnerships. We guide with integrity and compassion — helping clients build long-term stability and a legacy they can be proud of.
Who We Are
Trinity Legacy Corporation is built on the belief that every person deserves a financial strategy that aligns with their unique needs and goals. We don’t offer one-size-fits-all solutions — we provide tailored protection and planning for every stage of life.
We are committed to being long-term partners, not a one-time policy provider. Whether life changes, your business grows, or new challenges arise — we’re here to guide, adjust, and support you.
Meet the CEO — Jean SD Hesel
Jean is dedicated to helping individuals and business owners understand and secure their financial future. With deep experience in life insurance, retirement strategies, supplemental coverage, and legal protections, she takes a holistic approach that prioritizes education, transparency, and long-term relationships.
Contact Jean: 951-240-9137
Jean SD Helsel & Robert Franklin
Co-Founders | Trinity Legacy Financial Solutions
Jean and her husband bring a combined background in financial services, client support, and strategic problem-solving. As business partners, they lead Trinity Legacy Financial Solutions with a commitment to professionalism, transparency, and high-quality service.
Together, they focus on:
• Delivering reliable financial guidance
• Providing debt resolution support
• Helping clients improve long-term financial stability
Their leadership ensures that every client receives structured solutions, clear communication, and a trusted team dedicated to achieving strong financial outcomes.