TriCord Advisors

TriCord Advisors Most financial advice starts with your money. We start with your life. Helping business owners and families plan with clarity and confidence.

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05/18/2026

Wealth transfer is not just about passing down money. It is about passing down values, responsibility, and opportunity.

The real question is not:

“How much will I leave behind?”

It is:

“What will this wealth empower future generations to do?”

What kind of legacy are you building? Comment below!

11/21/2024

Okay, folks, let’s talk. REAL TALK about RETIREMENT. What’s the goal?

Retirement does not look the same for everyone. Some people want to take baby steps towards -retirement. Some people can’t wait to travel 🧳. Some people are not sure what life after work actually looks like. 🤔

Another step towards retirement, create a VISION for this next season of life.

Need help? We’re your people. We’d love to meet you!



11/20/2024

If you are interested in retiring early, one step to keep in mind is paying off DEBT by your target retirement date. Think about what it would take to be 🆓 and remove all long-term debt payments, like mortgages, HELOC, car payments, education loans, etc.

A major step towards is eliminating debt.




11/19/2024

WARNING: Have you ever heard someone tell you that you don’t need an emergency fund if you have a credit card???

If so, don’t believe them!

Cash is still king 💸, and to pad your financial security, you need to make sure that cash flow is available. A rule of thumb is to keep 3-5 months worth of recurring monthly expenses in a savings or money market account.

11/09/2024

What is the WORST money advice you have received? How about “Live for TODAY and not tomorrow”

How about “Live for Yourself” and assume generosity will come later. 🤔

What advice are you living for today? What choices will you make today that will impact your future and your community?

11/07/2024

Anyone else missing the this week?

We decided to chat about why Ohtani’s contract made headlines, while still freeing up cash flow for the Dodgers… It’s an interesting case study on income and tax planning. Check out this week's episode of 🎙️to hear all the details!

11/04/2024

If planning for retirement were as easy as asking AI, then we all would do it! Find out what happened when I asked chatgpt what I need to do to retire early... Tune in wherever you get your podcasts 🎙️

11/03/2024

What does look like for you? What does it feel like? How do you know when you have achieved it?

Our goal for our clients is not to become wildly wealthy. The goal is , and that means building a financial structure that supports their core values in a way that takes on the least amount of risk as possible.

Want to share your vision for ? Come talk to us! We’d love to hear what it means to you.

11/01/2024

Wanting to retire early? Or, experience earlier than your parents did? You have to SET CLEAR GOALS.

Retirement is no longer about sitting in your rocking chair and reading books. 🤓 People have ambitions for the of their life and it includes travel, building a legacy, etc. The more you can define it, the more you can create a direct path to achieve it.

10/31/2024

How do you make your investment portfolio BULLETPROOF, especially with volatility on the horizon? You want to have a RESERVE FUND to make sure you can weather the day to day storms. And remain conscious of DEBT. Now might not be the best time to take on new debt, and in fact, you want to be focused on paying off any liabilities (mortgage, loan payments, etc.) as you move closer to your date.

Address

Riverside, CA
92506

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19516847011

Website

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