About Us
In an ever-changing and evolving world, we are here to provide our clients with a sense of stability through education while assisting them in building their financial plans.
We guide our clients throughout the three areas included in a financial plan; Protection, Accumulation, and Distribution. We aim to transform your financial doubts into practical knowledge and translate this knowledge into a plan that will guide you towards achieving your short and long-term financial goals. We intend to make this process a comfortable and interactive one.
At Tri-Mountain Financial Group, Inc. We enjoy nature and the sports that connect us with it. You may find us hiking, mountain biking, snowboarding, kitesurfing, or taking a walk on a trail. Let’s embark on a journey. Let’s create financial security, freedom, and a legacy for your family together.
Working Together
We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. So how do we get started?
Let's talk:
That's how it all begins with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest:
We'll try our best to anticipate your needs but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.
Ask lots of questions:
Go ahead, we don't mind. We love to answer questions and want to make sure that you fully understand every recommendation we make.
You make the decisions:
While this is very much a team approach, there's never any doubt about who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.