Financial & Estate Planning

At Tri Star Sports and Entertainment Group, we have a unique understanding of the design and implementation of tax, estate and financial planning. New wealth can be exhilarating, but without the proper planning, that wealth can evaporate in a short amount of time.

Today’s economic activity and performance greatly affect your financial independence tomorrow. Our dedicated staff can assist with estate planning by equipping your investment advisors and estate attorneys with accurate information, projections and life changes. As your financial engineer, we are free to act independently and without conflict as we reconcile your investment accounts and ensure your portfolios are being managed according to your own personal financial goals and objectives. We strive for asset preservation.  

 

Our Services Include:

  • Estate and retirement planning
  • Asset protection
  • Disability, health and life insurance recommendations
  • Preparation of estate planning documents
  • Charitable giving
  • 401(k) plan administrations
  • College fund planning
  • Reconciliation of investment statements
  • Family office management