that will benefit you now and in the future.
Determining the appropriate decisions for you, your loved ones, and the causes that you care about most.
Focusing on long-term success for the benefit of firms and their clients.
Providing education and options for those in our community who may not own a business or work in the business world.
We focus on helping you understand and design your Legacy - your individual interests, passions, and goals. By synergistically utilizing financial, legal, and accounting services together, we offer a comprehensive foundation to provide for your present needs and assist you in creating a superior Legacy.
Deploy an effective guided planning system aimed to achieve financial well-being for each client
Support each client in identifying and developing opportunities to achieve life goals
TriFound’s mission is to design and provide a Legacy for each of our clients in order to benefit not only them, but what they leave behind.
TriFound has office locations across the country.
Contact us today to speak with a Wealth Manager nearest you.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Sarah Saum at 1-800-727-6577.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Past performance doesn’t reflect future success.
The Federal Deposit Insurance Corporation (FDIC) operates as an independent agency created by the Banking Act of 1933. It provides deposit insurance guaranteeing the safety of a depositor's accounts in member banks up to $250,000 for each deposit ownership category in each insured bank.Any insurance product or annuity is not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States.Any insurance product or annuity is no a deposit or other obligation of, or guarantee by TriFound Financial, LLC or an affiliate or TriFound Financial, LLC.
All financial services are completed by independently licensed financial professionals. No CPA or attorney will give any financial advice. All legal services are completed by Brooks & Wendt, PLLC pursuant to a separate engagement agreement between you and Brooks & Wendt, PLLC. No CPA or financial professional will give any legal advice. All accounting and tax services are completed by Morgan & Fettig, PLLC. No financial professional will give any tax advice.
Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
Asset Protection Plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structure of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Investment advisory services offered through Brokers International Financial Services, LLC, an SEC Registered Investment Advisor. TriFound Financial, LLC is independent of Brokers International Financial Services, LLC.