Tri-Star Trust
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      ABOUT

      History

      Who We Are

      Higher Purpose

      Conscious Capitalism

      Giving Back

      Sponsorships and Charitable Contributions

      Board of Directors

      SERVICES

      Wealth Management

      Financial Planning

      401(k) Solutions for Businesses

      Non-Profits
      Trust Administration

      Michigan Chamber 401(k) (MiMEP)

      TEAM

      Meet the Team

      Careers

      NEWS

      Newsletter

      Market News

      Tri-Star News

      CONTACT

      Saginaw

      Lansing

      Midland

      Frankenmuth

      Contact Us

      ACCOUNT ACCESS

      User Guide

      Privacy Policy
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      Articles/Blogs

      The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
      Article: "Why Conscious Capitalism" by Gene Pickelman,
      Tri-Star President and CEO (published August 2020, Michigan Bankers Association)

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      Financial Planning Newsletters

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      2022 Financial Planning Tips

      October 2022: Fall is in Full Swing, and so is School
      August 2022: What You Can Do To Ensure a Profitable Future
      June 2022: How a Financial Plan Helps You Endure Market Volatility

      2021 Financial Planning Tips

      May 2021: The Biggest Financial Pressures Facing Retirees
      February 2021: A Checklist to Help You Manage Your Money

      2020 Financial Planning Tips

      November 2020: Regulation Best Investor
      June 2020: Michigan Auto Insurance Changes to Personal Injury Protection Coverage
      April 2020: Investment Planning “Steps to Take Since the Sports World Is Closed”
      January 2020: Retirement Plan Changes

      2019 Financial Planning Tips

      July 2019: Instilling Good Financial Habits in Children
      April 2019: Estate Planning Must-Dos

      Archives

      Inheriting Retirement Accounts
      Roth IRAs
      Tax Cuts and Job Act Summary
      Identity Theft
      College Planning
      State of Retirement
      Health Savings Account
      4% Withdrawal Rate
      Health Insurance Option
      Protecting Your Identity
      Social Security Policy
      Age Isn’t Just a Number
      Cost of Healthcare
      A Rising Economic Force
      Digital Assets
      Caring for Your Elderly Parents
      Emergency Fund
      Decanting
      401(k) Plan Loans
      Planning in an Uncertain Tax Environment
      Social Security Options
      Planning for Retirement
      Year-end Tax Planning
      Key to an Effective Estate Plan
      Retirement Spending
      Financial Planning in a Changing World
      Recipe for Financial Success
      Higher Taxes
      Financial Planning for Women

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      What's Happening in Our World

      Tri-Star Trust Announces the Promotions for Kyle Chapple, Shelby Miller-DuFort, and William Zank (February 2023)

      We're Moving! Tri-Star Trust's Lansing Office is Moving to the Stadium District (December 2022)

      Andy Bethune Joins the Tri-Star Team (October 2022)

      Bob Rathbun Joins the Tri-Star Team (March 2021)

      Tri-Star Trust Promotes Jonathan Pickelman to Vice President, Relationship Manager  (March 2021)

      Becky Carrier Takes Position as Investment Manager and Trust Officer (January 2019)

      Kara Francke Takes Position as Relationship Assistant (November 2018)

      Jordan Waier Takes Position as Financial Planning Assistant (August 2018)

      Steven Hill Takes Position as Vice President and Investment Officer (August 2018)

      Tri-Star Announces CEO Retirement (June 2018)

      Joe VanderKelen Joins Tri-Star Board of Directors (March 2018)

      Tri-Star Promotes Jenny Diederich to Employee Benefits Assistant (February 2016)

      Jane Hagen Earns New Credential (February 2016)

      Jenny Diederich Joins Tri-Star Trust Team in Midland (October 2015)

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      Saginaw

      (989) 921-0010
      1004 N. Michigan Ave.
      Saginaw, MI 48602

      GET DIRECTIONS
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      Lansing

      (517) 827-0045
      500 E. Michigan Ave., Ste 110
      Lansing, MI 48912

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      Midland

      (989) 492-7620
      200 E. Main St., Suite 100
      Midland, MI 48640

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      Frankenmuth

      (989) 652-6600
      160 S. Main St., Suite 2
      Frankenmuth, MI 48734

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