Retirement Life Thank you for your interest in Retirement Life™ (RL). RL is one of the best wealth-building tools available today (that few people or advisors are familiar with). Why use RL to build your wealth? It’s quite simple. It is…
Long Term Care Insurance Look at the following statistics. If they don’t scare you into taking a long look at obtaining some kind of long-term care insurance (LTCI), nothing will. On average, 69% of people age 65 or…
Many things can happen over the course of a year that can impact your tax situation. We would like to meet with you so we can proactively identify where you stand.
Whether you’re thinking about buying a business or a new home, a little financial analysis goes a long way. We will walk through the details of the transaction in order to determine it’s feasibility and/or to identify tax…
Wealth Management Begins with Risk Management At Tri-County our focus, first and foremost, is on managing risk. Why? Because the “buy and hold” strategies that worked in the past have proven inadequate to 21st Century challenges: From 2000-02…
