Welcome

Welcome to TriCapital Financial Group.

TriCapital is one of Charlotte's most respected financial planning and investment management firms.  The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available.  Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy.

Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office.  As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY.

Our success is measured by the degree to which our clients achieve their financial goals.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

More Newsletters →

March 10, 2010 @ 08:18 AM

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