At TriCapital, our main job is helping our clients’ money outlive them. One important tool we use to measure progress toward this goal is our proprietary Retirement Funding Score (RFS®), a unique way to calculate and communicate the degree to which progress is being made toward developing a lifetime income. Our RFS® is so unique that it is federally trademarked.
We believe our clients’ primary need is for objective, completely unbiased advice they can trust is always in their best interest. In order to eliminate all possible conflicts of interest, we have chosen to operate as an independent financial planning and investment advisory firm with a commitment to offering advice that is only in the best interest of our clients.
You are a professional, career person, entrepreneur and/or a family. You are looking to build your portfolio so that your money outlives you and provides peace of mind knowing you will never run out of money.
Perhaps you were well indoctrinated in the importance of financial planning and the processes for building wealth as you were growing up. If so you hopefully already have a good head start.
Then again, maybe building wealth was never a family concern and focal point and you, therefore, have not given it much thought and attention. If that is the case you have a fair amount of catching up to do.
Either way, building your wealth for a lifetime income stream is our specialty and we are right there to work with you regardless of how little or how long it takes to help you get where you want to be.
We engage in financial planning for every client prior to making investment decisions, feeling that to do otherwise is like a doctor writing a prescription without an examination and diagnosis.
We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible. Our proprietary RFS® (Retirement Funding Score) shows at a glance the progress you have made toward achieving an income stream that will outlive you.
A crucial part of any financial plan is to review progress toward your goals on a regular basis. We are committed to meeting with you as often as you need to make sure your investment strategy and financial plan are still working for you and to change what is not.
This typically results in semi-annual financial reviews, but we are available any time you need us. We prepare a review package that shows both summary and detailed analyses, and we discuss that with you in detail. Our proprietary RFS® (Retirement Funding Score) is updated and discussed at each review meeting.
TriCapital chooses to be compensated primarily through fees, which enables us to serve you without bias toward any product or investment. Our minimum annual fee is $5,000 for ongoing financial planning and investment management. We also offer other compensation arrangements such as an annual retainer for planning-only engagements or whenever a particular client situation calls for it. Financial planning and investment management services carry no specific term and can be terminated at any time. However, all client engagements are entered into with the expectation of developing a long-term relationship.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
TRICAPITAL® is a Registered Trademark in the United States of America.
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