At Tri-Star Advisors we believe financial planning is about more than accumulating wealth, it's about clearly defining your values and the meaning behind your assets. As a fee-based firm, we're committed to your financial freedom and understanding. By working together as your dedicated partners, our goal is for you to gain clarity, control and confidence for the road ahead.
We offer a full range of financial planning and wealth management services to middle- and high-net-worth individuals and families with a focus on those retiring from the energy or petrochemical sector in the Houston, Texas area. With a straightforward process and tailored services that are developed to address your interests and goals, we're confident that we can create a plan that works for you and your loved ones.
We offer a full range of financial planning and wealth management services to middle- and high-net-worth individuals and families with a focus on those retiring from the energy or petrochemical sector in the Houston, Texas area. With a straightforward process and tailored services that are developed to address your interests and goals, we're confident that we can create a plan that works for you and your loved ones.
Services
We are dedicated to helping hard workers like you discover a better way to improve and organize their financial lives. We've developed a straightforward process that helps clarify your complex concerns, ease your financial worries and integrate the details of your financial and personal life into one cohesive plan.
William ("Bill") Payne co-founded Tri-Star Advisors in 2009. With more than 30 years of fixed income wealth management experience, Bill leads teams of financial planners, insurance specialists, lawyers, accountants and bankers in coordinating every aspect of his clients' financial lives. Outside of the office Bill enjoys playing golf, wine, traveling and staying actively involved in the Sugar Land community where he lives.
The performance of a portfolio relative to a benchmark is largely irrelevant to long-term financial success. The only benchmark we should care about is the one that indicates whether you are on track to accomplish your financial goals. Our investment philosophy is goal-focused and plan-driven. This is quite distinguished from an approach that is market-focused and current events-driven.
As someone who is focused on their retirement chapter, you're likely wondering how to appropriately invest towards your income and estate planning goals. With that in mind, we look forward to developing a personalized plan that addresses your financial and personal needs.
Whether you've worked in the energy or petrochemical sector within Houston, or come to us as a client's family member, we'll focus on your needs now and those you have for the road ahead.Our team is dedicated to providing detailed cash flow based financial planning, investment allocations tied to your goals and risk tolerance, as well as behavioral coaching to keep you on track.
Whether you've worked in the energy or petrochemical sector within Houston, or come to us as a client's family member, we'll focus on your needs now and those you have for the road ahead.Our team is dedicated to providing detailed cash flow based financial planning, investment allocations tied to your goals and risk tolerance, as well as behavioral coaching to keep you on track.
Financial planning and wealth management are ongoing processes, which is why we offer knowledgeable guidance as you set and achieve your financial goals. From accumulating wealth through building a portfolio to planning for retirement, our process is informative and easy to understand from the start.
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