Rest Easy Knowing Your Financial House is In Order
Soup-to-nuts financial planning to build your financial foundation from the ground up.
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63% of Americans are just one paycheck away from disaster.*
A recent study found that more than 3 out of 5 Americans report living paycheck to paycheck. You never know when life is going to take an unexpected turn. Job loss, illness, or even just a few expensive repairs could wreak havoc with your finances, and the worry keeps you up at night.
The more you stress about your finances and the future, the less you enjoy the present moment and things you truly love. You deserve clear steps to a secure financial foundation and an expert guide to help you navigate them.
*According to the November 2022 LendingClub report.
Feel Secure About Managing Your Money
Build a secure financial foundation
With TriStar's soup-to-nuts financial planning services, we'll help you understand your financial situation, the options available to you, and give you actionable steps to start putting your financial foundation in place.
Live the life of your dreams today
Our team of tax and wealth management professionals will take care of everything from investments and retirement planning to taxes and debt management, leaving you free to focus on living the life of your dreams.
Sleep like a baby knowing your finances are in order
Sleep well at night knowing your finances are in order and ready for whatever life throws at you—and we'll do it all without charging an hourly retainer fee or requiring you to come into our office every week or month.
We'll take care of the hard stuff so you can rest easy.
At TriStar Financial Services, we know you want to be so secure in your financial position you sleep like a baby.
But the financial world changes daily and can leave you feeling anxious, frustrated, and like you are in over your head. You need solid advice about what to do with your money.
That's where Mark Rothstein and his team of experts at TriStar Financial Services come in. With over 200 years of combined experience, not only do they provide you with the information you need to make sound business decisions, but they'll shoot straight with you when overspending and other habits that don't support your goals arise. So if you are looking for an experienced guide to help you successfully navigate the world of finance, look no further.
Soup-to-Nuts Financial Services
The Mr. Money team services all of your financial needs...even the one's you don't realize you have.Go live your best life- your money is handled!
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Estate Planning
Seek protection of your money and well-being with wills, trusts, and healthcare directives.
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Tax Planning & Preparation
Keep more of your hard-earned money, minimize your tax liability, and plan for the future.
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Budgeting & Cash Flow
Live within your means with holistic cash management.
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Debt & Credit Scoring
Get strategic ways to reduce your debt and raise your credit score
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Investment Planning
Planning & advice on when, where, and how to invest your money.
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Retirement Planning
We'll create a strategic plan that covers all the bases from healthcare to risk to spending over time to bequests.
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Real Estate
We'll help you understand real estate investment, why folks do it, and whether it is right for you.
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Economy
The economy and financial planning are tightly connected. Get the education your need to inform wise investment choices.
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Navigating Life Events
Life can change in an instant. Make a financial plan that helps you navigate life events like marriage, children, divorce, long-term illness and more.
Mark Rothstein-Making Sense of Money For Over 40 years
Mark gets it.
He built his own business from the ground up and has been helping folks with their finances since 1981. He's seen recessions and economic growth and guided his clients through them all.
He knows what it feels like to worry about finances and the future, so he's made it his mission to help others plan for the future so they can live the life of their dreams today.
Known around the country as "Mr. Money," Mark is dedicated to educating all Americans about finance and the economy and has reached millions with his financial advice on nationally syndicated radio and news broadcasts. Mark believes everyone deserves to be financially educated and, once armed with that knowledge, have the tools to build a secure financial future.
You might have seen Mark around...
Here are just a few of the publications and broadcasts where Mark's shared his knowledge:
Schedule a Call
Reach out and get on our calendar. In our first call, we'll get to know each other, your issues, and your financial concerns.
Take Control of Your Finances in 3 Easy Steps
Getting Started is Easy.
We'll Dig Deeper
We'll work together to research the best options for your life and future goals and create actionable steps to move forward.
Build a Secure Financial Foundation
We'll help you build a simple process to start putting your financial foundation in place today, and we'll be there every step of the way with answers to your questions and the support you need to feel secure.
Helping clients build a secure future
Here's what clients have to say* about working with Mark...
Knowledge = Power = Wealth
Mr. Money has a lot to say about finance.
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Videos
Mr. Money videos provide the tools you need to build the financial foundation you need to achieve your dreams.
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Podcasts
Information and education equip you to make solid financial decisions. Check out our blog section for a wealth of information.
Have a burning question about your finances?
If you've got questions, Mark and his team we'll help you find the answers- no strings attached! Mark's passionate about sharing his knowledge. Ask away. No retainer, no appointment needed.