This is our Legacy. We look forward to helping you create yours!
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.
Our primary focus is helping our clients understand and design their Legacy that is customized to fit their specific and individual needs and aspirations. Every plan specifically created for each client is built around TriFound’s concept of using multiple interrelated services, which are often considered the three components of proper planning—financial, legal, and accounting services. When combined and positioned to work together, these three key components have the ability to offer a sound foundation, built to help you capture your present needs and further assist you in creating a superior Legacy.
The use of this concept is what inspired our company’s name, by “Tri” referring to the three components of financial, legal, and accounting services and “Found” signifying the full word “Foundation” in reference to a sound foundation that we create together with you for an enduring Legacy that helps meets your goals and dreams.
In light of your desires, needs, values, morals, and what you value as important in your lifetime and after, our goal is to help you create amazing plans that will have a long-lasting impact your family in a powerful way.
Our highly trained and talented professionals are here for you every step of the way. We routinely review your accounts with you, answer all of your concerns and questions, and keep you completely informed.
In effort to find solutions that are appropriately suited for each individual client, TriFound is an independent company, which gives us the ability to represent multiple carriers. This also allows us the ability to provid guidance in consideration the varying circumstances among our clientele.
Gary Harris is the President and Founder of TriFound. Since he began his career in the financial services industry in early 2000, he’s made assisting clients in achieving their legacy potential his top priority. In doing so, Gary has developed a strong understanding of his clientele, allowing him to accurately address the specific needs, concerns, and opportunities of each client.
“It has been my passion to educate those that are unaware of the benefits available through cooperative planning,” says Gary. “Each client has different goals and objectives, but ultimately the utilization of financial, legal, and accounting services remains consistent in order to create a long-lasting, effective Legacy plan. I’ve come across many people that use these services, but it’s all too often they don’t understand the opportunities available when using them cohesively.”
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.