Investment Strategy That Starts With Understanding You —Not Just Your Portfolio
Get personalized investment management to suit your needs with the TriStar Financial team.
✓ Active, hands-on account management
✓ Individualized strategies for every stage of life
✓ Solid advice for all your investment questions
Do you know where your money is?
Are you earning money, but you're just not sure where it's going? Are you ready to make a financial plan but have no idea where to start? Or, worse, have you been working with a financial advisor but not seeing the results you want?
Some financial planners are simply asset gatherers who outsource account management to fund managers offering not much more than cookie-cutter options and confusing fees.
You should have a certified financial planner (CFP) dedicated to managing your money who will get to know your life, understand your goals, and help design an investment strategy personalized for your individual needs.
This is more than your money...This is your life.
Mark and his team believe you've got to get to know a person and their life when you are entrusted to help guide their investment decisions. TriStar Financial gets it. This is more than just money...this is your life we're talking about.
Active, hands-on account management
The TriStar Financial team takes an active approach to account management — staying current on market information, monitoring your accounts, and keeping your strategy aligned with your goals.
Individualized strategies for every stage of life
Your investment needs evolve as you move through life, and a cookie-cutter approach just won't cut it. The Tristar team works with you to understand your short and long-term goals and create a plan to work toward them at every stage of life.
Solid advice for all your investment questions
If you've got questions or need advice, our experts are just a phone call or email away - complimentary. No hidden hourly fees here - just expert guides to walk you through your financial decisions.
Professional Team Approach to Financial Management
Not only will you get a certified financial planner, but your TriStar Financial Team has tax planning, insurance, legal, and retirement planning professionals to guide you through every aspect of wealth management.
You have questions. We have answers.
Here are some of the most frequently asked questions about investment planning.
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Financial advisors typically focus on investment management, while a Certified Financial Planner (CFP) takes a more holistic approach to financial management. A CFP can serve as an investment advisor and offer planning and insight into overall wealth management, such as savings, taxes, insurance, and debt management.
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The short answer? It depends. Ideally, the best solution would be to do both simultaneously.
But many different factors go into deciding to pay down debt versus investing extra cash. Your best bet is to get someone you trust to discuss the pros and cons and help you make an informed decision and action plan.
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The truth is it depends more on your investing goals and time horizon than on what's happening in the market.
That said, the internet would have you believe that you can successfully DIY investing in stocks and bonds, and we highly recommend against that. Instead, if you are going to invest in stocks and bonds, no matter the health of the economy, get an expert to guide you through the process.
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Both are key to a well-rounded financial team, but some differences exist. For example, accountants are licensed to provide tax advice and help prepare your annual tax or estate tax return. Financial planners are empowered to help give investment advice and develop wealth management plans. At TriStar Financial, you get the benefit of both a Certified Financial Planner and experienced tax accountants on your team.
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Exchange Traded Funds (ETFs) combine the flexibility of stocks with the diversification of mutual funds. The exchange-traded part of the name refers to how these securities are bought and sold on the market, like stocks. The fund part refers to how an ETF provides easy access to diversification and exposure to a wide variety of asset classes, like a mutual fund.
ETFs have some benefits, like low fees and more control over capital gains taxes, but ETFs can have less liquidity and be difficult to sell. As a result, they aren't suitable for every investor, but they can work in some portfolios. Ultimately, you should have an experienced guide to help you navigate ETFs.
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 best options for your life and future goals and create actionable steps to move forward.
Get Your Plan
We'll help you build a clear process for putting your financial foundation in place — and we'll be there every step of the way with answers, guidance, and support as your plan takes shape.
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