No Paint by Numbers

We aren’t like other financial firms that have an agenda. We are focused on you and your needs.

Insight

We spend as much time as necessary to understand your financial lives, needs and wishes. Then we create a realistic financial plan for your long- and short-term goals, based on market trends, tax law and alternative solutions.

Objectivity

Objectivity and trust are key in serving you. As “fee only” advisers, our advice and recommendations are based only on your best interests, not on pushing investment products that are merely “suitable” while generating commissions.

Teamwork

Financial planning can be intricate and complex – involving everything from cash-flow analysis and investment planning to elder-care planning and trust services. One advisor cannot be an expert in all aspects of your plan. So we rely on a team of credentialed, experienced Tri-Star professionals to make sure you receive the best advice, addressing the intricate details of your unique situation.

“I have been a client with Tri-Star Trust since 2002 …. What I like best is they give me specific recommendations based on my individual situation but let me make the final decision.”