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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

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Contact Us

Please feel free to contact us with any questions.

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Videos

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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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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Consider Roth for Tax-Free Income

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

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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