Planning for Today…
and Tomorrow

Financial Planning

To accomplish the goals you set in life, you need a plan. Our clients’ goals are what matter most to us, and it’s our job to listen, create strategies, and develop plans that deliver. We understand that each client has a unique financial landscape and individual questions about the future.

At Tri-Star, financial planning is a process — not a one-time product. We view a financial plan as a living document. As your life and your family changes, we revisit the process and make adjustments. By updating the plan, we help keep you on target to meet your specific goals for today and tomorrow.

Before creating a plan, we work to understand you and your family — your work, your retirement horizon and plans, your long-term goals, things you wish you could do, and the things that are important to you. This plan is all about you, after all.

We’ll look at your current spending, saving, and investing and align that with your long-term goals. Are you saving for your children’s college education? Are you planning for a comfortable retirement? Is your family prepared in the case of an emergency? Or do you simply want your money to work smarter for you?

When we see the complete picture, we can customize recommendations that fit you. We also use software to help evaluate each personalized situation, including running “what if” scenarios. This helps you clearly see the benefit or consequence of a particular financial decision. With your input, we craft a plan with a well-defined strategy that is simple to understand.

What can you expect from our financial planning team?

  • Comprehensive review — A thorough review of your financial picture
  • Clear understanding — We take the time to learn your unique objectives
  • Creating goals — A planning process guided by your needs and goals
  • Ongoing review — Continued support and flexible plans that adjust as life unfolds and changes
  • Developing options — A realistic look at different scenarios for your financial future
  • Objective strategy — An unbiased, well-defined financial strategy that is simple to understand
  • Insurance planning — Help in preparing for the unexpected (death, illness, disability, lawsuits, catastrophic loss and more) with recommendations for the best mix of insurance options
  • Estate planning — Help in developing a personalized plan that takes into account your assets, tax situation, and charitable options