Kirk Quaschnick, CEO at Tri Wealth, LLC

Kirk Quaschnick, CEO at Tri Wealth, LLC Tri Wealth, LLC provides quality financial strategies, insurance & financial products and services to businesses and individuals.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, South Dakota, Oklahoma. No insurance business may be conducted outside these states referenced. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, South Dakota, Oklahoma, and California. As such, these services are strictly intended for individuals residing in the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Texas, South Dakota, and Oklahoma. No offers may be made or accepted from any resident outside the specific states referenced. 14111 King Rd, Ste. 520, Frisco, TX 75036. Neither Tri Wealth, LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Tri Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Registered Branch Address:
14111 King Rd
Ste. 520
Frisco, TX 75036
(214)420-7152

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
06/10/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
06/05/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
06/03/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
06/01/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

Millionaire status is rising, but most are older.  Here are strategies younger Americans may consider when building weal...
05/29/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/27/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs ...
05/26/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

Today, we pause to honor the brave heroes who made the ultimate sacrifice for our freedom.
05/25/2026

Today, we pause to honor the brave heroes who made the ultimate sacrifice for our freedom.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/22/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
05/20/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

Address

14111 King Road, Ste. 520
Frisco, TX
75036

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