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Life changes fast,
financial and estate planning is essential
NEW WEALTH CAN BE EXHILARATING, BUT WITHOUT THE PROPER PLANNING, THAT WEALTH CAN EVAPORATE IN A SHORT AMOUNT OF TIME.
At Tri Star Sports and Entertainment Group, we have a unique understanding of the design and implementation of tax, estate and financial planning.
Our dedicated staff can assist with estate planning by equipping your investment advisors and estate attorneys with accurate information, projections and life changes to ensure the legacy you envision is carried out.
Todayβs economic activity and uncertainty greatly affects the need for a safety net. As your financial engineer, we work with you toward your goals of wealth accumulation, and asset preservation. Through specific and goal oriented measures, we strive to protect the future for you and your loved ones.
OUR ESTATE PLANNING SERVICES INCLUDE:
ESTATE & RETIREMENT PLANNING
ASSET PROTECTION
DISABILITY, HEALTH & LIFE INSURANCE RECOMMENDATIONS
PREPARATION OF ESTATE PLANNING DOCUMENTS
CHARITABLE GIVING
401(K) PLAN ADMINISTRATIONS
COLLEGE FUND PLANNING
RECONCILIATION OF INVESTMENT STATEMENTS
FAMILY OFFICE MANAGEMENT
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