Welcome to Tri-Town Insurance!!

Financial Planning

As someone who is successful in life's grand journey, we at Tri-Town know that it wasn't be accident, but was met with careful planning and a specific focus on the challenges of today & tomorrow.

We realize you are not an expert on insurance and financial planning; and that you surround yourself with various people with an array of experience. At Tri Town can rest assure that we can assist with various insurance, estate and financial products to help ou, and your family with:

FINANCIAL PROTECTION - we can assist you in maintaining your current or better lifestyle;
COLLEGE PLANNING - funding program;
RETIREMENT PLANNING - 401k, SEP, IRAs, Annuities, Medicare Supplements, Health Insurance

Whether it's Personal or Business planning that you are concerned with, we at Tri Town can assist you in achieving and maintaining the wealth that you have and will acquire as life goes on.

We know that simple solutions may not be your best solution, it may be a tax situation that may be the overriding decision on the type of products or arrangements that best fit you & your family's situation. Tri Town does not provide 1 solution fits all. As our logo states "We're Looking Out for You". So we keep your best ineterest at heart, not just what appeals to your senses.

It is our commitment and obligation to listen to your concerns and assist in solving those concerns & dreams in life as they apply to you and your family's. Realizing this, we at Tri Town want to help with the gaps in coverage, whether it be an insurance or financial solution that makes the best decision.

LAST WILL & TESTAMENT - You state who receives your property after your death.
PROBATE OF ESTATE - Legal process of distributing your assets after death.
DURABLE POWER OF ATTORNEY - Allows you to choose someone to do legal transactions on your behalf.
HEALTH CARE PROXY - Appointing an adult to make your health care decisions for you if you are unable.
LIVING WILL - Your written or oral indication in matters of medical treatment.
LIVING TRUST - Can save your assets from high cost of nursing home and avoid costly and time-consuming probate process.
DEED WITH RETAINED LIFE USE - transfer property to chidren or other non-family members and still keep STAR discount on property taxes.
MEDICAID - We prepare Medicaid applications. Even if you're in a nursing home, we can still save family assets. You may be eligible for Medicaid right away with no waiting.

Long-term financial success doesn't happen by chance.

If you are someone who has already achieved a significant measure of that success, you know that strategy and success must go hand in hand if you want to build a strong financial future.

Accountability is also critical. The most brilliant financial strategists will have nothing to show for their acumen if they cannot establish clear goals and objectives, and take the necessary steps to transfer aspiration into actuality.

Achieving long-term financial success is an accomplishment to be proud of. Maintaining that financial success over the long-term is a challenge you must be prepared to face, or you could lose everything you've worked so hard to build.

As you strive to establish a secure financial future, how do you know when you have done enough?

As a firm that provides an array of products, Tri-Town Insurance agents offers both expertise and understanding. While our agents possess a wealth of knowledge on various products and estate planning, one of the most important things we can ever do for you is listen.

It is our job to understand your accomplishments and understand your dreams for the future — and seek out the gaps and challenges in your financial plan.