Serving your specific needs.
Individuals
Our highly skilled team of financial experts helps you create a customized wealth management plan that maximizes performance, minimizes risk, and secures a financial future based on your specific objectives.
Businesses
Our knowledgeable team helps you structure a retirement plan that meets your employees’ needs while providing you—as a business owner—a competitive recruiting edge.
Non-profits
Whether you’re an individual or represent a corporation, non-profit or private foundation, we can help you plan, manage assets and distribute charitable gifts based on your specific goals.
We’re there, for your
next adventure.
We’re there, for your next adventure.
Retirement isn’t a destination. It’s a personal journey. One that’s well planned. With intention. And clear direction. At Tri-Star, we specialize in helping you throughout your entire journey, providing insight, experience, exemplary service, and a customized plan for success, however you define it.
“We’ve had a lot of success with Tri-Star. They treat us like we’re their only client. They’re local and feel more like family than these giant investment firms.”
Mark & Mary Bassett
Midland, MI
We’re your retirement team.
At Tri-Star, we get to know you. We listen and learn to what you want out of life. Then our team — each member with a special skill set — crafts a comprehensive, customized plan to help you reach your specific goals. With Tri-Star, retirement can be everything you want it to be.
Ready to take on your future?
We are too.