Financial Planning for Widows and Survivors

“My husband and I had already been working with TriCord Advisors for many years when my husband passed away. Randy and the TriCord Advisors team not only walked through the financial details after my loss, but also provided support and helped me build confidence as I stepped into running our finances independently. I am able to continue the vision my husband and I set years ago, and I feel TriCord’s support has allowed me to find my voice in our finances while honoring my husband’s legacy.”

Client, Kelli Stockton

How can TriCord Advisors build security into my future?

Experience firsthand how TriCord Advisors blends compassion and trust to build unwavering financial security for widows and survivors.

Wealth Management Services

Holistic Financial Planning Icon

As a survivor, you are facing a transition in the management of your finances. TriCord Advisors takes a deep dive into understanding both financial scenarios and syncs the two to provide you with a clear, connected picture of your financial future.

TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and provides legal services to our clients when appropriate. Jeremiah Lee specializes in business transactional law, including entity formation, shareholder agreements, buy/sell agreements, redemption agreements, mergers & acquisitions, and succession planning.

Thoughtful and advance tax planning lends an efficient multi-year strategy to capitalize on tax benefits available to you. TriCord Advisors will help you identify these tax advantages and include them as part of your holistic financial plan. We specialize in planned giving arrangements, including donor advised funds, foundation planning, and ROTH conversions.

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