Helping You Get Your Financial House in Order
Soup-to-nuts financial planning to help you move toward your goals.
✓ Experienced
✓ SUpportive
✓ Accessible
63% of Americans are just one paycheck away from disaster.*
A recent study found that more than 3 out of 5 Americans report living paycheck to paycheck. You never know when life is going to take an unexpected turn. Job loss, illness, or even just a few expensive repairs could wreak havoc with your finances, and the worry keeps you up at night.
The more you stress about your finances and the future, the less you enjoy the present moment and things you truly love. You deserve clear steps to a secure financial foundation and an expert guide to help you navigate them.
*According to the November 2022 LendingClub report.
Get Confident About Managing Your Money
Create a solid financial framework
With TriStar's soup-to-nuts financial planning services, we'll help you understand your financial situation, the options available to you, and give you actionable steps to start putting your financial foundation in place.
Align Your Finances with the Life You Want
Our team of tax and wealth management professionals coordinates everything from investments and retirement planning to taxes and debt management—so you can stay focused on what matters most to you.
Know Where You Stand Financially
Feel confident knowing your financial plan is in place and built to adapt as life changes—and we’ll do it all without charging an hourly retainer or requiring regular in-person meetings.
We'll take care of the hard stuff so you can focus on what matters.
At TriStar Financial Services, we know you want to feel confident about your financial decisions.
But the financial world changes daily—it’s easy to feel uncertain or overwhelmed. You deserve clear, straightforward guidance to help you make informed choices about your money.
That’s where Mark Rothstein and his team of professionals at TriStar Financial Services come in. With more than 200 years of combined experience, they provide the insight and honest advice you need to make sound financial decisions. And when spending or habits start to drift from your goals, they’ll tell you the truth—no fluff, no sugarcoating.
If you’re looking for an experienced guide to help you navigate the financial landscape, TriStar Financial Services is here to help.
Soup-to-Nuts Financial Services
The Mr. Money team services all of your financial needs...even the one's you don't realize you have.Go live your best life- your money is handled!
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Estate Planning
Seek protection of your money and well-being with wills, trusts, and healthcare directives.
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Tax Planning & Preparation
Keep more of your hard-earned money, minimize your tax liability, and plan for the future.
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Budgeting & Cash Flow
Live within your means with holistic cash management.
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Debt & Credit Scoring
Get strategic ways to reduce your debt and raise your credit score
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Investment Planning
Planning & advice on when, where, and how to invest your money.
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Retirement Planning
We'll create a strategic plan that covers all the bases from healthcare to risk to spending over time to bequests.
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Real Estate
We'll help you understand real estate investment, why folks do it, and whether it is right for you.
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Economy
The economy and financial planning are tightly connected. Get the education your need to inform wise investment choices.
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Navigating Life Events
Life can change in an instant. Make a financial plan that helps you navigate life events like marriage, children, divorce, long-term illness and more.
Mark Rothstein-Making Sense of Money For Over 40 years
Mark gets it.
He built his own business from the ground up and has been helping folks with their finances since 1981. He's seen recessions and economic growth and guided his clients through them all.
He understands what it’s like to feel uncertain about money and the future—that’s why he’s made it his mission to help others plan with purpose and confidence, so they can focus on living fully today.
Known around the country as "Mr. Money," Mark is dedicated to educating all Americans about finance and the economy and has reached millions with his financial advice on nationally syndicated radio and news broadcasts. Mark believes everyone deserves to be financially educated and, once armed with that knowledge, have the tools to pursue a secure financial future.
You might have seen Mark around...
Here are just a few of the publications and broadcasts where Mark's shared his knowledge:
Schedule a Call
Reach out and get on our calendar. In our first call, we'll get to know each other, your issues, and your financial concerns.
Take Control of Your Finances in 3 Easy Steps
Getting Started is Easy.
We'll Dig Deeper
We'll work together to research the most appropriate options for your life and future goals and create actionable steps to move forward.
Build a Secure Financial Foundation
We'll help you build a simple process to start putting your financial foundation in place today, and we'll be there every step of the way with answers to your questions and the support you need to help you feel secure.
Helping clients build a secure future
Knowledge = Power = Wealth
Mr. Money has a lot to say about finance.
Have a burning question about your finances?
If you've got questions, Mark and his team we'll help you find the answers- no strings attached! Mark's passionate about sharing his knowledge. Ask away. No retainer, no appointment needed.