You may already work with other trusted professionals, such as a lawyer or accountant. There is no need to change those relationships- we work in concert with other professionals to cover all aspects of planning. We also have in-house expertise provided by our own tax and estate planning group.

How will You Benefit

Enjoy these benefits from our planning:

Clearer picture of where you are today
Insight into what the future can look like
Strategies that are written down
Personalized financial action plan
Control

Sandra Pollack, CFP, CLU, TEP
Founder and Principal

Since 1983, Sandy has been helping many successful entrepreneurs protect their assets, improve their balance sheets, while at the same time developing unique and special relationships with each of her clients. Sandy provides the customized advice and guidance sought out by entrepreneurs who lead very busy and complex lives.

Sandy believes in taking time to listen to understand each client’s particular situation. She helps entrepreneurs make informed decisions today that will help them be in control of their assets and the time spent managing those assets.

Whether it be acquiring wealth or managing wealth, one’s priorities differ greatly. Having worked with many successful entrepreneurs, we believe that understanding your unique situation enables us to help you develop a framework for dealing with the many challenges and opportunities that lay ahead while ensuring you keep control of your hard-earned assets.

Support Team

Our support team is the engine that drives Trimaran Financial. Our experienced team is dedicated to providing you with superior service. When you work with Trimaran Financial, our goal is to make sure you feel comfortable, informed and most importantly, understood.