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DEVELOPING

INNOVATIVE STRATEGIES

TRICOR I.R.A.

 

The Tricor I.R.A.® is one of the most
innovative financial approaches ever developed.  Tricor has designed a unique program that allows high income professionals to plan for retirement, while strategically protecting heirs and assets. In addition to the personal benefits, the I.R.A.® has one-of-a kind features to protect your group or practice.

Retirement Planning

 

Planning your retirment is an ongoing process.  It begins with your first paycheck and continues throughout your life.  The primary concern is always saving enough to maintain your lifestyle.  At Tricor Retirement Solutions our primary goal is understanding, educating and implementing our client's goals and objectives

 

Premium Finance

Utilizing Premium Finance Strategies to maximize your income potential, living benefits and death benefit is an optimum strategy for the right client.  The strategy is implemented utilizing partnerships with top tier lending institutions and insurance companies.  We have built strong relationships in order to provide a solid foundation for your financial health