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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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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

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

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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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