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.


Financial Planning

The scope of a TriCord Advisors, Inc. financial planning services cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more.

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.


Legal Services

TriCord Legal Services, Inc.

TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors, Inc. for the purpose of providing estate planning, business and succession planning, and other legal services to our clients.


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.


Tax Planning

Strategic and proactive tax planning can help ensure you are paying the appropriate amount of taxes.


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.