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Our mission to educate and assist our clients in realizing and aligning their financial opportunities

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Why We're Different

Custom Fit Solutions
Personal Services
A Unique Financial Approach


TriFound encompasses a multitude of services that work together to help you align your financial goals.

What we offer

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. We incorporate and work directly with tax professionals (CPAs) and attorneys to advise you on the specific aspects of your financial strategy for this very reason.

At TriFound, we offer you the following services:

  • Retirement Income Strategies
  • Annuities
  • Life Insurance
  • Asset Protection
  • Tax Minimization Strategies
  • IRA & 401(k) Rollovers
  • IRA Legacy Planning

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

  • Long Term Care Strategies
  • Legacy Planning
  • Trusts
  • Probate
  • Charitable Giving

Read more about our services here.

Grand Rapids

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


3909 W 75th
St #101
Aurora, IL 60504

Boynton Beach

1880 N. Congress Ave.
Suite 314
Boynton Beach, FL 33426


1180 Ottawa Beach Road
Holland, MI 49424


314 Newman St.
East Tawas, MI 48730


6350 W. KL Ave.
Kalamazoo, MI 49009