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. Tri Found 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.
The initial attention we received in getting everything we wanted set up exceeded my expectations. Lately I have appreciated Deb’s healthcare seminar and plan to seek her assistance as my Medicare eligibility nears.