ABOUT US

With over 85 years of combined experience, the Tricor Retirement Solutions team members have extensive knowledge regarding advanced Retirement , Estate, and Business planning strategies.  We have assisted thousands of clients by optimizing their retirement income, reducing taxes, retaining key employees, establishing Buy/Sell agreements and efficiently distributing their estates.

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Our primary objection is to educate each client regarding their options, the tools available and implementing a strategy that meets their current and future needs.  We believe that when a client is adequately educated their options become clear and they can begin their journey with confidence.

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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

CONTACT US

2975 W. Executive Pkwy #162

Lehi, UT  84043

Office 801-658-2804

Toll Free 877-740-4682