Who We Serve

The clients who find a good fit at TriCapital Financial Group often have a few things in common.

Most of them are people who have an eye on the future, but whose lives are too full to take on the time commitment necessary for successful financial planning or investment management. They are financially comfortable people who understand the value of long-term professional guidance in helping plan and manage their resources. Most of them fall into one of these four categories:

Newly retired or soon-to-be retired
Are you ready to enjoy the payoff for all your years of hard work? Retirement income planning, pension distribution and rollover options, estate planning and prudent investment planning can leave you the time and the confidence to fully enjoy this satisfying stage of life.

Individuals facing a significant financial event
Perhaps your spouse handled the family’s financial matters and now, as a recent widow or widower, you must assume this responsibility.  Or maybe you have just received a large inheritance and want to make sure that this money is managed properly to possibly secure your financial future.  Most people, at some point in their life, face life-changing events.  We believe sound financial and investment advice during such crucial times is vital.

Senior executives and other professionals
You may be far enough along the road to financial independence that you realize it is time to do some serious financial planning or investing. Perhaps you’re dealing with deferred compensation or stock option plans. You want to grow and manage your resources as effectively as possible.

Business owners
You recognize how difficult it is to separate your personal finances from your business finances, and the demands on you are already great. Professional assistance with retirement plans, group benefits, business succession planning in addition to personal financial planning may allow you to focus on what you do best—run your business so it doesn’t run you.

If you see yourself here, and are interested in a long-term relationship with a firm that is interested in potentially Building Your Wealth and helping you to map out your financial legacy, we’d welcome the opportunity to talk to you. (Click on CONTACT US.)

Would you like to hear about the process we use to develop the financial management plan that is best suited to your needs? (Click on OUR PROCESS.)