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TR FINANCIAL GROUP  

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Investment Services

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Multi-Product & Comprehensive

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Long-Term Relationships

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Individual & Corporate

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Your First Step to Financial Confidence Begins Here

WELCOME TO TR FINANCIAL GROUP


TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. Committed to building long-term relationships with our clients, we help them navigate all the unexpected changes that life, and the economy, can throw at us.

We encourage you to explore our site and learn a little more about the services we provide. Should you have any questions or would like more information on our firm or the representatives we have throughout the Midwest, feel free to e-mail us at Info@TRFinancial.com, or call us at 402-334-6282.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck