TriCapital's Comprehensive Wealth Management Services
Retirement Funding Score (RFS®)
Our Retirement Funding Score (RFS®) process provides a proven method to evaluate your current financial foundation and assess your future position. With an accurate RFS®, we empower our clients to visualize their current status, future trajectory, and potential adjustments needed to align their financial decisions with their goals.
THERE'S NO TIME LIKE THE PRESENT
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.