Client Services

Discover the many opportunities to help you design your Legacy.

What do we mean by Legacy?

At TriFound, leaving a Legacy means more than just providing estate planning services. Of course, you want to protect your house, belongings and money so that you have something to leave to your family, but the intangibles are what truly leave an impact.

Maybe you value education and want to establish a college payment plan for a child in your family. Maybe you have a family-built company and want to plan for it to keep running after you retire so that it can continue to provide for your family. These types of things are what we truly value when we help our clients.

We help you establish plans and confidence so that, even when you’re gone, your Legacy will continue to impact those most important to you.

Our Services


Income Strategies

Our income strategies are designed to focus on you.

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Of course, we want to save you money to leave for families or charities, but first we make sure you’re living comfortably on your income. We don’t want you to struggle while you’re here so that there’s more for when you’re gone. We want you to be happy, confident and secure with your income.


Tax-Efficient Strategies

We provide tax-efficient strategies to help you redistribute and integrate your money and assets to help reduce your taxes.

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We assist you in entering the proper tax bracket for you by strategically positioning your assets and money. We also help you position your assets to avoid major taxable liabilities now and in the future.


Trustee Services

We provide trustee services in the case that a client has no family member or friend to have as their trustee.

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Our trustee services can assist clients with IRAs, life insurance policies, annuities, etc., so they feel comfortable with what happens to their accounts. Accountants make great trustees in this situation because they are held to very high legal requirements to act on behalf of and in the best interest of the account owners. Since we provide accounting services from our CPAs, it is very easy for us to provide trustee services.


Estate Planning

It is our goal to help protect and grow your estate through our Legacy planning.

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We work with trusts, wills and other tools to protect your assets. We ensure that your estate is protected from probate, long-term care, and taxes because the government doesn’t deserve to inherit your estate, your family does! At TriFound, we position your house, money, assets and investments so you can continue to live with confidence.


Asset Protection

Our asset protection strategies help to protect your assets, minimize liabilities and reduce taxes.

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We discover a suitable way for you to position your finances and assets so you can be confident knowing that nothing is up in the air when you’re gone. Our professionals are highly skilled at working together cohesively to create appropriate asset protection plans.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.