- Tax PlanningCharitable strategies — Advice/mentoring to assist you/your professional tax advisor in developing charitable gift strategies that complement your tax planning and charitable gift objectives
- Charitable GivingWe help individuals, corporations, non-profit, and private foundations plan, manage their assets, and distribute charitable gifts. As a division of Tri-Star Trust, our Philanthropic Solutions Group provides sound advice, strategies and education to fulfill your philanthropic vision. Together we develop practical solutions for your charitable giving, while keeping you in compliance with legal and regulatory requirements.
- Investment ManagementThe MiMEP reduces fiduciary liability since the adopting employer is no longer the trustee or plan administrator for their retirement plan. Included in the plan is all 3(16) fiduciary services and 3(38) investment management services.
- Mutual FundsOur investment team is dedicated to providing you with a portfolio tailored to meet your overall objective, while eliminating as much risk as possible. We employ a multi-asset-class approach when constructing client portfolios. This approach may include individual securities, mutual funds, private money managers, alternative investments, and nontraditional asset classes — all dependent on your specific needs.
- Wealth ManagementAchieve your financial goals through personalized wealth management solutions from our team of caring, local, objective experts.
- Accounting Services
- Financial PlanningAt 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.
- Retirement PlanningWe help you grow, manage, and protect your hard-earned wealth through sound investments, financial and retirement planning, and trust administration. We take the time to build genuine, caring relationships with each and every client and bring clarity to the complexities of managing your wealth.
- AnnuitiesYour Financial Check-UpToday, Will & Kevin sit down to discuss financial check-ups! Whether it is stock selection, buying annuities, or balancing a "fun" account, tune in for the breakdown on how to make sure you are on the right track. Comments made are not to be...
- Asset ManagementAt Tri-Star, we’re proud to have people who are among the region’s most experienced and accomplished in their respective fields. That mix of expertise is a vital part of our strong asset management team. We are committed to hiring the best people in the business and are looking for professionals who believe in our core values and bring the highest level of integrity and care.
- Charitable Remainder Trusts
- Charitable Lead Trusts
- College Funding