Frequently Asked Questions - Financial Planning

  1. How can I, as a personal investor, be assured that you will be providing me and my family with sound investment products and advice at an affordable price?
  2. Can we count on you being there for us in the future?
  3. How can I know that the expenses that I pay for our financial services are competitive?
  4. I own a small business. Do you have options that I can provide for my employees?
  5. I am a complete novice when it comes to investing. How can I be sure what you are advising is suitable?

  1. How can I, as a personal investor, be assured that you will be providing me and my family with sound investment products and advice at an affordable price?

    At TRICOR, we represent and have great relationships with nearly every investment product and type nationally and internationally. We take your specific data to all of the potential companies and then narrow the recommendations down from there. We always make sure we are working with highly rated companies, so that they are there when you need them. Once we have found the top one or two companies that are the best, then we work on the plan of action to fit the best case scenario for our clients.

  2. Can we count on you being there for us in the future?

    Yes! We have a very knowledgeable team with years of investment experience. TRICOR hires the best and always thinks long-term when developing new customer relationships. Without our valued clients, we don't have a business.

  3. How can I know that the expenses that I pay for our financial services are competitive?

    We make sure to shop all the possible choices and show you our analysis so that you can see that you are getting the best combination of price and performance that we can provide. This is an ongoing practice year after year. We offer options on how to pay for the services, including fee-for-service arrangements along with traditional commission based products.

  4. I own a small business. Do you have options that I can provide for my employees?

    Yes! We can offer retirement plans and college savings group plans for all businesses from 1 employee on up. Education for both the employer and the employee is an absolute for us at TRICOR. We help you to make the best informed investment decisions and will do so year after year so you are getting the best value for your money. We often work one on one with employees so they know exactly what they have for options and how to make the most effective use them.

  5. I am a complete novice when it comes to investing. How can I be sure what you are advising is suitable?

    This is a valid concern when speaking of your hard earned dollars. Our Financial Representatives have been around long enough to see good along with bad markets. They are well trained in the latest techniques and products to help you minimize risk by properly diversifying your assets. We take the time to explain the reasoning of their recommendations, and have the patience to make sure you understand and are happy with the results.