Welcome to Tri-Plan Solutions!
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Mission Statement: To provide custom tailored solutions to companies and individuals through products, programs and services that emphasize savings, protection, financial wellness and communication.

We provide business owners and individuals with innovative advice, insurance solutions and financial wellness programs they need to remain competitive and protected. Life happens every day and the professionals of Tri-Plan Solutions strive to partner with our clients to creatively design comprehensive and value based plans that fit their needs and objectives. Through our unique array of resources and services, we can assist you with group benefit packages, protection of your most valuable asset; your ability to earn an income and the tools you need to make better financial decisions.

We can:

Protect your LIFE and those most important to you through our portfolio of Life Insurance products.

Protect your HEALTH with individual and group Medical/Dental/Vision plans designed to fit your needs.

Protect you FINANCIALLY through our innovative Financial Wellness Program

Money is the Biggest Concern Right Now for almost every Person and Company in America:

  • · 30% of your Employees  have trouble paying bills
  • · 40% live paycheck to paycheck
  • · 50% of Americans have concerns about making their house or rent payment
  • · 90% of people are unhappy about their finances
  • · 97% of Americans plan to retire reliant on the government
  • · Identity Theft is the fastest growing crime in America:  Every 4.5 seconds
      another identity is stolen
  • · Employees spend between 1-4 hours every week dealing with personal financial
      matters

We have an innovative, turnkey solution that will:

  • · Reach people who need financial education and resources
  • · Prepare people for resources they  may need in the future
  • · Deliver inexpensive financial solutions to help people now
  • · Offer benefits with no participation minimums and at no cost to the employer
  • · Provide our Tax Free Retirement Program with NO administrative fees or
      expenses and it is insulated against market fluctuations

Our State of the Art Financial Solution Maximizes your Money.
Financial education and guidance can promote Financial Wellness.  Changing financial behaviors can create a sense of financial control and help reduce stress.

References: HR Professional July 2010, Health & Personal Finances, AP-AOL Health Poll 2008