Request a no obligation meeting today, to discuss how together we can develop and design a Legacy that is customized to you!

Our mission is to design and provide a Legacy to all of our clients that will benefit them now and in the future.

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Why We're Different

Custom Fit Solutions
Personal Services
A Unique Approach


TriFound encompasses a multitude of services that work together to build you your Legacy.

What we offer

To develop a Legacy, it’s important for there to be a team of attorneys,tax professionals (CPAs), financial advisors, and insurance agents in order to see a complete 360 degree view of your life’s picture. We discover how your assets, investments, etc. are integrated to work with one another, how trusts and estate vehicles are funded, and make sure government taxes are positioned correctly.

At TriFound, we offer you the following services:

  • We help you plan your retirement in order to develop a Legacy
  • Design and plan a Legacy you can give to your family
  • If you wish, we can create a Legacy you can leave to a charity of your choice
  • Together we can establish a Legacy through business merging and acquisitions
  • A Legacy can also be developed through our business consulting

Read more about our services here.

In addition, we can refer you to some of our professionals who provide the following services:

Grand Rapids

3351 Claystone St. SE
Suite 101
Grand Rapids, MI 49546


2000 West Galena Blvd.
Suite #306
Aurora, IL 60506
Local number: (630) 723-0900

Boynton Beach

1880 N. Congress Ave.
Suite 314
Boynton Beach, FL 33426
Local number: (561) 375-6051

Grand Rapids

15 Ionia Avenue SW
Suite #510
Grand Rapids, MI 49503


314 Newman St.
East Tawas, MI 48730
Local number: (989) 607-1908


6350 W. KL Ave.
Kalamazoo, MI 49009
Local number: (269) 672-9599


690 Stockton Drive
Suite 105
Exton, PA 19341
Local number: (610) 450-4140


4215 Fashion Square Blvd.
Suite #3
Saginaw, MI 48603
Local number: (989) 607-1908

Fort Smith

2221 Fianna Oaks Drive
Fort Smith, AR 72908