Client Services

Discover the many opportunities to help you design your Legacy.

What do we mean by Legacy?

At TriFound, leaving a Legacy means more than just providing estate planning services for our clients. Of course you want to protect your house, belongings, and money so that you have something to you leave to your family, but it’s the intangibles that truly leave an impact. What’s important to you? What do you value in your life?

Maybe you value education and want to establish a college payment plan for a child in your family or maybe you have a family built company and you want to plan for it to be carried on after your retirement so that it can still continue to provide for your family. These types of things are what we truly value when we are helping our clients.
At TriFound, we help you establish plans, protection, and confidence so that even when you’re gone your Legacy, built on your values and priorities, will continue to impact the ones who are important to you.

Legacy Development

Legacy Development encompasses each of our other services in order to cover every aspect of your Legacy.

Income strategies are used to maximize the amount of money you’re living on and the amount you’re saving. We use Estate Planning to protect your assets and maximize the amount of money you would like to leave to your children or to a charity. Tax Planning is used to put our clients in the proper tax bracket by redistributing and integrating your money and assets to avoid tax liabilities. Our Asset Protection strategies help to protect your assets from things like Long-Term Care, Probate, and avoid any unnecessary taxes you may incur. Finally, we offer Trustee Services through our CPAs in the case that you may not have or trust a family member to be your trustee. CPAs make great trustees because they are legally bound to act 100% in your favor.

Income Strategies

Our Income Strategies are designed to focus on you.

Of course, we want to save you money to leave for families or charities, but first we make sure you’re living comfortably on your income. We don’t want you to struggle while you’re here so that there’s more for when you’re gone. We want you to be happy, confident, and secure with your income.

Estate Planning

Estate Planning is very crucial in our Legacy Planning process. Our goal here is to protect and grow your estate.

We do work with trusts, wills, and other tools to protect your assets. We ensure that your estate is protected from probate, Long-Term Care, and taxes because the government doesn’t deserve to inherit your estate, your family does! At TriFound, we position your house, money, assets, investments, etc. so that you can continue to live with confidence in your protection.

Tax Planning

We provide Tax Planning services to help you redistribute and integrate your money and assets to minimize your taxes.

We assist you in entering the proper tax bracket for you by strategically positioning your assets and money. We also help you position your assets to avoid major taxable liabilities now and in the future.

Asset Protection

Our Asset Protection strategies help to protect your assets, minimize liabilities, and reduce taxes.

We discover a suitable way for you [to] position your finances and assets so you can be confident now and for the future knowing that nothing is up in the air when you’re gone. Our professionals are highly skilled and talented at working together cohesively to create an appropriate Asset Protection plan for our clients.

Trustee Services

We provide Trustee Services in the case that a client has no family member or friend to have as their trustee.

Our Trustee Services can assist clients with IRAs, life insurance policies, annuities, etc. so that they feel comfortable with what happens to the account. Accountants make great trustees in this situation because they are held to very high legal requirements to act on behalf of and in the best interest of the account owner. Since we provide accounting services from our CPAs, it is very easy for us to provide Trustee Services.

TriFound

TriFound has office locations across the country. 

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Contact us today to speak with a Wealth Manager nearest you.
800-727-6577

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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.