Retirement is Carter's Time to Shine! 🌟 We asked Carter what he's doing today to plan for his retirement. As a young professional, Carter takes time to manage his finances to ensure he's building a solid foundation for his future. For Carter, it's important to take advantage of his employer plans and matches as well as saving in an after-tax account. While retirement might seem far away, these small, consistent efforts will grow over time, paving the way for a financially secure and rewarding retirement. Find out how else Carter is planning for his future here: https://buff.ly/4h3CCfT
Tri-Star Trust
Financial Services
Saginaw, MI 1,438 followers
Full-Service Wealth Management, Business 401K Solutions, Financial Planning, and Charity & Foundation Management
About us
At Tri-Star, there’s a purpose to all we do. A higher purpose. One that we state plainly and refer to regularly of “Building caring, genuine relationships that strengthen families and transform our communities." People are our business. Our clients' families and futures are the focus of all our efforts at Tri-Star Trust. As a locally-based, community-focused business, we're striving for something greater than ourselves and our bottom line. Let us help you create a financial strategy that fits for your family, business, or non-profit. Through strong relationships and an intentional purpose, we have grown to a staff of more than 50 professionals, managing over $2 billion in client assets, contributing to more than 160 local nonprofits, and expanding to four convenient locations in central Michigan (Saginaw, Lansing, Midland and Frankenmuth). We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day? Why Tri-Star? - We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special. - We act in good faith and hold ourselves to a higher fiduciary standard. - We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities. Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve. We currently serve over 1,100 relationships and manage over $2 billion in client assets while maintaining 98% client retention. Please visit our website at www.tristartrust.com to learn more.
- Website
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http://www.tristartrust.com
External link for Tri-Star Trust
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Saginaw, MI
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Investments, Trust Services, Financial Planning, 401(k) Plans, Estate Planning, Wealth Management, Charitable Planning, Tax, Pensions, Nonprofits, Insurance Planning, Portfolio, and Assets
Locations
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Primary
Get directions
1004 N. Michigan Ave.
Saginaw, MI 48602, US
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160 S. Main Street, Suite 2
Frankenmuth, MI 48734, US
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Get directions
500 E. Michigan Ave
Ste. 110
Lansing, MI 48912, US
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200 E. Main St., Suite 100
Midland, MI 48640, US
Employees at Tri-Star Trust
Updates
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Saving money is one of the most popular resolutions, but turning it into reality takes guidance and strategy. Our team at Tri-Star Trust is here to support you every step of the way. Whether you're just getting started or looking to refine your goals, we’re ready to help you make 2025 a year of progress and confidence. 🌟 https://buff.ly/4e6p3Ly
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Merry Christmas from your friends at Tri-Star Trust! Wishing you a season filled with peace, joy, and prosperity. ❄ #MerryChristmas #HappyHolidays
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Need something to listen to on the road this holiday season? All of our Mitten Money episodes are available on all streaming platforms! ❄ Find all of them here: https://buff.ly/3QgS3qC
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Below are some high points from the December Outlook: •Consumer spending stayed strong this holiday season, with Black Friday online sales growing by over 10%. •The Atlanta Fed’s GDPNow model estimates fourth-quarter GDP growth at 3.3%. •U.S. equity markets have responded positively post-election, with significant gains in various indexes like the S&P 500. •Bond yields fluctuated, with the 2-year and 10-year Treasury notes ending November at 4.15% and 4.17% respectively Will the U.S consumer remain strong in 2025? How many rate cuts can we expect in 2025? Read the December Outlook for more details: https://buff.ly/3ZNfsTU
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Before diving into holiday celebrations, check these financial to-dos off your list: ✅ Budget for Gifts & Festivities 🎁 ✅ Review Your Year-End Finances and plan for the new year 💰 ✅ Ensure your loved ones are protected by updating your beneficiaries ❤️ Wrap up the year with confidence by scheduling a meeting with us to review your financial plan today!
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Our Mitten Money season is OVER, but don't worry—you can still watch past pod episodes here: https://buff.ly/3ZV9GB5 Did you catch our latets episode with Culver's owner Brad Johnson? 🍔🍦
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#MindfulMonday: As we approach year-end, it’s an excellent time to review your retirement savings strategy, especially with recent changes to 401(k) contribution limits. Starting in 2025, workers aged 60 to 63 will be eligible for a "super-catch-up" contribution of up to $11,250, significantly higher than the current $7,500 limit for those 50 and older. At the same time, higher earners will face new rules for catch-up contributions in 2026, which could impact how much you can defer and where those funds must go. This article from The Wall Street Journal outlines the updates and what they mean for retirement savers. As you plan for the new year, consider evaluating your deferral percentages to take full advantage of these changes and stay on track toward your financial goals. Read more about it here: https://buff.ly/4hAzuJK
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