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℠

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.

Grand Rapids

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

Aurora

3909 W 75th
St #101
Aurora, IL 60504
Local number: (630) 723-0900

Boynton Beach

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

Holland

1180 Ottawa Beach Road
Holland, MI 49424
Local number: (616)499-2677

Tawas

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

Kalamazoo

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

Melbourne

1329 Bedford Dr.
Suite #2
Melbourne, FL 32940

Pennsylvania

Office Coming Soon!

California

Office Coming Soon!