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Planning by the Numbers™ to Build the Life You Love
TriCord Advisors, Inc. is a Registered Investment Advisor (RIA) regulated by the U.S. Securities and Exchange Commission (SEC). We provide financial planning and investment management services and our advisors have been helping clients make smart decisions with their money since 1982.
Fiduciary
We are always focused on your best interests. We come alongside you to help you make smart decisions with your money without selling products.
Fee-Only
No hidden fees. We are a Fee-Only advisor, which means our compensation is only from client fees. We do not receive commissions from third parties.*
Planning by the Numbers™
We use our unique Planning by the Numbers™ approach to put real numbers to your goals and financial needs. Our approach often enables clients to avoid unnecessary risk while still gaining confidence in achieving their goals.
CFP® Professionals
Our relationship starts with creating a holistic financial plan. As life develops and circumstances change, we continue to walk shoulder to shoulder with you.
* In situations where an appropriate fee based product is not available or is not in the best interests of our client, we present appropriate solutions and disclose commission characteristics. Commissions and/or trails associated with such products or with legacy accounts make up less than 0.6% of firm revenue.
Our Firm at a Glance
8
Experienced team members
52
Years of collective history in investment management
4
Certified Financial Planner™ and candidate professionals
10
Years of broadcasting the Retirement Unlimited radio program
40
Years of providing financial planning and management
491
Households supported and managed**
$170
Million dollars in assets under management and administration*
1
Cohesive team serving our clients
* As of December 31, 2020, actively managing $152,441,017 on a discretionary basis and administering $18,382,810 in fixed and indexed annuities.
** As of December 31, 2020, supporting 491 client households.
Team
Chief Financial Officer
Chief Compliance Officer
Chief Investment Officer
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Wealth Preservation Planning
A key part of our Investment Planning for many of our clients is Wealth Preservation. You have worked hard to generate income and build your assets. We help analyze your family’s current and long term needs and structure your investments, insurance coverage, and estate planning to preserve your wealth and purchasing power. Read More
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Education Planning
Saving for education for children or grandchildren is a high priority for many of our clients. We come along side our clients to analyze available resources to fund education and determine the best method to prepare their children and grandchildren for success. Read More
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Transition and Retirement Planning
Long before retirement hits your radar, you have already planned and decided what type of education, skills training, and professional designations you would acquire. While you focus your efforts on entering and progressing in your career, you may not have planned for what life looks like when you no longer need to work to earn a paycheck. Read More
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Investment Planning
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. Each day you plan how you can best invest the limited time you have at your disposal. Would the 2-hours you have best be spent visiting a friend, catching up on projects, or taking your family to a sports event? Read More
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Legal Services
TriCord Legal Services, Inc. was formed by Jeremiah J. Lee as a separate entity affiliated with TriCord Advisors, Inc. for the purpose of providing estate planning, business and succession planning, and other legal services to our clients. Read More
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Financial Planning
A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your children’s education is well funded, purchasing a second home, a business transition, protecting your family’s finances in the event of tragedy, ensuring a smooth and stress-free retirement, or avoiding running out of resources in retirement; a holistic financial plan puts action steps to dreams to make them a reality. Read More
What to Expect
Meeting 1 - Initial Meeting
We meet with clients in person and virtually. Developing a Financial Plan involves three meetings - each lasting about 1.5 hours. The first meeting is to understand your circumstances and your most pressing concerns and goals.
Meeting 2 - Fact Finding Meeting
The second meeting is to review the information you have provided and gather any additional needed information to make sure we have a clear picture of your circumstances.
Meeting 3 - Planning Meeting
At the third meeting we discuss our recommendations and finalize the Financial Plan you decide best fits your life. Once your Financial Plan is in place, we take action to implement your decisions.
Ongoing Support
Our primary role is to help give you confidence in your finances so you can make decisions to build the life you love. As life develops we continue to walk shoulder to shoulder with you to provide ongoing support.
Building The Life You Love
Building the life you love is exciting, but the best path forward can be difficult to determine. Below are a few example situations of how we work to understand your specific circumstances and provide real world solutions, advice, and support.
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Looking at Their Family’s Future
Retired and Thriving
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Wondering If They Can Retire
Working Hard To Build Their Future
The Best of Minds
We work with the Best of Minds to provide the Best Outcomes. When appropriate, we work with AssetMark and Savos to build personal portfolios of individual stocks custom designed to achieve a client's specific goals. We continue to be impressed by the abilities and outcomes achieved by AssetMark and Savos and make these resources available to our clients.
For more than 20 years, AssetMark has provided independent advisors and their clients with unique investment and wealth management solutions. AssetMark provides a range of investment solutions that work toward specific objectives, whether it’s saving for retirement, funding an education or planning for your legacy.
Savos Investments™ crafts innovative, outcome-oriented investment portfolios. Their deep research expertise and understanding of capital markets allow Savos Investments to implement solutions aimed at reducing risk and maximizing return across different macroeconomic periods. They specialize in finding potential sources of return in all market conditions and they also offer customized strategies to fit the needs of the most discerning clients.
Insights
Articles
Few consumer products are the object of a love/hate relationship as life insurance. The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right.
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any opportunity with the potential for great rewards, there are great risks, many of which have the potential to create a serious financial hardship on a business.
When you buy a life insurance policy, you are essentially transferring your financial risk to a life insurer which then becomes obligated to pay your beneficiaries based on the contracted amount of death benefit purchased. The life insurer is able to assume the risk because, based on its data, it knows when you are expected to die.