Request a no-obligation meeting today to discuss your financial future and the possible role of insurance in your financial strategy!

Our mission to educate and assist our clients in realizing and aligning their financial opportunities

Request our free retirement income report to by entering
your name and email address in the form below.




Why We're Different

Custom Fit Solutions
Personal Services
A Unique Financial Approach

TriFound℠

TriFound encompasses a multitude of services that work together to help you align your financial goals.

What we offer

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. We incorporate and work directly with tax professionals (CPAs) and attorneys to advise you on the specific aspects of your financial strategy for this very reason.

At TriFound, we offer you the following services:

  • Retirement Income Strategies
  • Annuities
  • Life Insurance
  • Asset Protection
  • Tax Minimization Strategies
  • IRA & 401(k) Rollovers
  • IRA Legacy Planning

In addition, we can refer you to professionals who provide the following services:

  • Long Term Care Strategies
  • Legacy Planning
  • Trusts
  • Probate
  • Charitable Giving

Read more about our services here.

Grand Rapids

3351 Claystone St. SE
Suite 101
Grand Rapids, MI 49546

Tawas

314 Newman St.
East Tawas, MI 48730

Kalamazoo

6350 W. KL Ave.
Kalamazoo, MI 49009

Aurora

3909 W 75th
St #101
Aurora, IL 60504

Boynton Beach

1880 N. Congress Ave.
Suite 314
Boynton Beach, FL 33426