Different Strokes …

Everyone has different priorities and levels of comfort. You may want to be hands-on with your financial life, or you may want us to handle it all. Either way, we make it easy for you with a diverse palette of options and online tools to monitor your progress.

  • Financial/Retirement PlanningRead More
    The foundation for all your investment, tax, insurance, estate and charitable planning decisions.
  • InvestmentsRead More
    Managing a portfolio tailored to meet your specific investment goals, risk tolerance and time horizon.
  • Estate PlanningRead More
    Ensuring that your property is transferred according to your wishes and reducing the financial impact on those left behind.
  • Charitable PlanningRead More
    Designing and funding your legacy.
  • Insurance PlanningRead More
    Preparing for death or disability.
  • Trust ServicesRead More
    Prudently controlling your trust assets and investments.
  • Corporate Retirement PlansRead More
    Offering a full array of options, including 401(k), profit-sharing, money purchase pension, defined benefit, cash balance, IRA, SEP IRA and Simple IRAs.
  • Nonprofit PlansRead More
    Offering investment strategies, remainder trusts, deferred gifts, and more.

“Tri-Star has done an excellent job of helping us realize that we shouldn’t have to work so hard to manage our financial affairs; now we have a team of professionals, in whom we can trust, to simplify things and make it easier for us.”