Individuals & Families

Whether you are an employee that requires some advanced planning or someone who has been referred to TriBridge for direction and counsel, we work with thousands of individuals and families who want guidance, education, or solutions in the areas of insurance and financial planning. Our Individual Solutions team is comprised of advisors who can assist you in every phase of life.

Personal Insurance Coverage

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance

Fee-Based Comprehensive Financial Planning

  • Fee-based Advisory Services and Comprehensive Financial Plans including but not limited to: Asset Allocation, Education Funding Analysis, Tax Reduction Strategies, Investment Planning, Major Purchase Goals and Retirement Planning

Investment Strategies

  • Asset Allocation Studies
  • Structuring and Implementation of Investment Plans for Specific Purposes Including College Funding / 529 Plans, Retirement Funding and Accumulation Goals

Insurance Advisory Services

  • Fee for Service Analysis of Insurance Programs for Insured’s, Trustees, Beneficiaries

Financial Estate Planning

  • Charitable Programs
  • Deferred Giving and Insured Plans Compensation and Benefits