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

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Income Strategies

Our income strategies are designed to focus on you.

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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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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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Estate Planning

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

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Asset Protection

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

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.