TriCord sets itself apart by strategically following the CFP® Board’s practice standards. We begin by analysing your family’s current financial circumstances, as well as your goals and objectives. In a proven statistical analysis process, we then develop and communicate the recommended course of action to provide you with the highest probability of success.
Our unique approach enables our clients to honestly and objectively make informed decisions. We will work with you to continually monitor your required rate of return on investments. Together, we can work to achieve your goals.