Is Better Than one
Combining Financial, Legal and Accounting Services all under one roof, because you deserve a team that sees the full picture.
You've been a working professional for years, acting responsibly and navigating many of life's great changes. And now you're feeling like a rookie all over again when it comes to your financial future. With TriFound, that doesn't need to be the case.
We are a team of highly trained professionals working to design a customized Legacy Plan for each client, built around the three components of proper planning — Financial, Legal and Accounting services. We believe in communication and teamwork, and that combining these three key components to work together is what makes a true Legacy for the future of you and your loved ones.
Maybe you already have a financial advisor. Maybe you already work with a CPA or an attorney. But if you find yourself overwhelmed by everything out there and are looking for a team that takes your entire picture into account, TriFound is here for you.
Let us help.
From Our Clients
They are on the leading edge of being able to offer financial, accounting and legal services all under one roof. A winning combination regardless of where you are at and these services are needed by most of us. … Take the first step and set up a "get acquainted" meeting. The professional yet low key "midwestern" approach will be quickly noticed with no high pressure gimmicks.
The integrated approach of working with the 3 disciplines makes for a worry free retirement & future: to know that my will, my advance directive, my funds, my portfolio, my taxes are all being reviewed by professionals, allows me to focus on vacations, family, gifts and donating to causes I care about, to enjoy the fruits of my golden years.
You would be hard pressed to find a group that can address all of their needs in one place like TriFound does. … I trust them wholeheartedly to take care of my wife’s future after I am gone. I can think of no higher praise for this organization.
There are different types of investment firms. TriFound definitely focuses on retirement and establishing a sound plan that supports your retirement lifestyle. My investments with stands the ups and downs in the market without worry.