Financial Services

A Team of Dedicated Financial Experts

Whether you're just starting your financial planning journey or looking for a second opinion, our incredible team of Wealth Managers, Financial Advisors and Account Managers start the same way: we want to get to know you and your goals. We can create comprehensive income strategies, estate planning to protect and grow your estate, and so much more. We do all of this with your legal and tax work in mind so that your plan truly encompasses everything. It all starts with you and your individual motivations, because every plan and Legacy is different.

An Independent Firm

We all know there is a neverending stream of information, news and advice anywhere we look. The challenge is finding trustworthy recommendations, and a professional that is committed to your best interests. Not someone else's.

On top of that, there is no silver bullet product that can guarantee you anything. All products come in and out of favor during a lifetime, and that's especially true during retirement. Yet any salesperson is going to jump on the opportunity to sell you their product. Annuity salespeople believe annuities are your answer, stock brokers will say stocks, and so on. 

At TriFound, our independent nature means we never have to sell a product to you. We learn your specific goals and hopes, and we take that to our teams and explore a variety of creative solutions that make sense for you.


Tax Services

We aim to help you pay less in taxes so you can keep more of your income.

There's a good chance you don't like paying taxes, and that's fair. You might have an opinion about how the government chooses to spend that money, but at the end of the day we know they're vital to our society. The key is making sure your assets are set up in a way that minimizes the amount of taxes you have to pay, and that's where our team of expert CPAs come in. 

TriFound has provided tax planning strategies and services for more than 15 years, working with thousands of clients from all over the country. TriFound teams up with legal services to strategically reposition your assets and money and place you in the proper tax bracket. Our number one goal is to make sure you’re set up for tax success, not just today, but for years to come.

Our Tax Team's busiest time of year is from June - January, because this is when we take the time to understand your taxes for the year and execute the best withdrawal that maximizes tax brackets and reduces ERMA limits. And then when "tax season" arrives at the start of the calendar year, everything is already in place for your success.

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