Trusted Business & Tax Advisers Since 1993

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(561) 988-2004

Mon - Fri, 9a - 5p

From Our Clients

"Tri Star thank you for all your help and making sure that I'm winning outside the cage because of your financial guidance!"

Rashad Evans

UFC Fighter / Announcer

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Financial and Retirement Planning

Let Tri Star help you plan for the future

Financial and Retirement Planning

A structured financial plan is a must to meet future goals and face the financial ups and downs that occur during your lifetime. Wealth building and retention are more easily achieved and monitored with a financial plan in place. The plan needs to be flexible enough to change with your circumstances.

We can help you develop plans and assess your financial needs now and anticipate future needs, assisting and adjusting at each step to ensure a strong financial foundation.

Other Professional Services

As a trusted advisor, we have overseen and compiled a variety of specific and confidential documents on behalf of clients, working with other members of their professional team. In addition, we integrate tax planning and minimization in all our services and provide planning for:

  • College Funding
  • Cash flow Management & Budgeting
  • Charitable Giving
  • Business Start Up and Entity Determination
  • Accounting Software Assistance including set up, training & reporting

Tri Star Management Group, Inc.

950 Peninsula Corp. Circle, Suite 2000

Boca Raton, FL 33487

(561) 988-2004

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Copyright © 2013 Tri Star Management Group, Inc.