THE TRICAS TEAM

Check our Event Calendar for upcoming educational events.
 
What do we do?  We transition people into retirement and educate them on how to preserve their wealth and manage their income.
 
Whether your goals are to build and preserve wealth, manage your income, plan your estate, or discover your optimal tax strategies, we're your partner.  Simply put, our goal is to help you realize your retirement dreams.  There is no substitute for experience.  With over 30 years of experience, we are seasoned professionals who have earned credentials and licenses in many areas of expertise.  We have transitioned hundreds of clients into their chosen "comfortable retirement" lifestyle.  We offer  income and retirement planning strategies that can  be appropriately managed throughout life.
 
Awarded the 2010 FIVE STAR Wealth Manager Award!  We truly appreciate our clients, our peers and financial institution representatives who participated in the nomination and selection process of this award.  A BIG THANK YOU to each of you.  Please click on the link to the left to learn more about how we came to be in the top 6% of WEALTH ADVISORS!

Our Life Cycle Planning approach helps ensure our clients receive the most up to date strategies and portfolio management options in all areas of financial, retirement and estate planning.  When you place your trust in The Tricas Team, you'll get more then one-to-one attention.  You'll have highly personalized service by our entire investment management team including our Strategic Partners* in the areas of legal, tax and long term care planning.  Your financial future is too important to leave in any one person's hands. 

Advocate - (adj.) One that supports or promotes the interest of another; one that argues for a cause of another; a supporter or defender; one that pleads in another's behalf; an intercessor.

Delivering Outstanding Service - We realize that every client is unique, and every client deserves personalized attention. 

Teamwork, In Depth Expertise & Independence - Our loyalty belongs to you, NOT a financial institution or specific company's products.  We are an independent planning and management team.  We represent our clientele in the marketplace.  Our goal is to know and understand your objectives and deliver to you the customized solutions to meet your needs.

Unbiased - (adj.) Without bias or prejudice; impartial.
 
*Strategic Partners are independent and not affiliated with SagePoint Financial.

FIVE STAR FINANCIAL RESOURCES
* * * * *
25 North Lake Street * Suite 310         
Forest Lake MN 55025
         
Main Line: (651) 464-1198
Toll Free: (800) 875-4567
Fax: (651) 464-8489        
 
 
 
This communication is strictly intended for individuals residing in the states of MN, WI, TX, FL, ND, AZ.  No offers may be made or accepted from any resident outside the specific states referenced.
 
IMPORTANT CONSUMER INFORMATION
A broker dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate.  Follow up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of a broker/dealer, investment, advisor, BD agent, or IA rep, a consumer should contact his or her stte securities law admibistrator.
Friday, January 27, 2012
The Tricas Team
Five Star Financial Resources
* * * * *
25 North Lake Street * Suite 310
Forest Lake, MN  55025
www.thetricasteam.com
(651) 464-1198
(800) 875-4567
 
Securities and Investment Advisory Services offered through Sage Point Financial, Inc.; member Member FINRA/SIPC and a registered investment advisor (www.finra.org andwww.sipc.org).  Five Star Financial Resources and The Tricas Team are not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.  These companies do not offer tax or legal advice.  The contents of this site are intended to provide general information about the services offered by TheTricas Team  and are offered only to US residents in those states in which the firm and its agents are registered or are exempt from registration by law.
 
This communication is strictly intended for individuals residing in the states of MN, WI, FL, AZ, TX, ND.  No offers may be made or accepted from any resident outside the specific states referenced.
 
IMPORTANT CONSUMER INFORMATION
A broker/dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate.   Follow up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of a broker/dealer, investment, advisor, BD agent, or IA rep, a consumer should contact his or her stte securities law admibistrator.