We are Financial Professionals

Trisure Financial and thier strategic partners provide families with a full compass, comprehensive financial plan that maximizes Income and Social Security Benefits in retirement. Helps minimize Tax risk, Long Term Care concerns, High Medicare premiums and Market Risks. Trisure Financial uses Enhanced Planning to ensure family harmony through Estate Planning using Wills, Trusts, Health Care Directives and Powers of Attorney.

Unlocking

Potential

Together

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About Me

My name is Shawn Lappi.
I am the CEO of Tri-Sure Financial.
Tri-Sure Financial focuses on wealth creation and wealth protection.
Wealth creation in the form managing assets along with my strategic partners -Gradient
Investments – based out of Arden Hills Minnesota.
Gradient Investments manages over 67 billion dollars in assets and operates in all 50 states in
the USA.
Together we strategize according the clients risk tolerance, goals and objectives. This can be
short term, long term or a combinations of both. We use various market strategies to grow our
clients assets.

Recurring Seminar Topics

College Funding

College Funding

College Funding

Seminars

Upcoming Seminars

28
Nov

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28
Nov

Seminar Title here

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28
Nov

Seminar Title here

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RETIREMENT SHIELD

Co-Author of the Amazon best-selling book, “The Retirement Shield”. This book helps pre-retirees make adjustments before retirement to guarantee the best results. This includes Social Security, Streams of Guaranteed Income, Tax benefits, and protection from market losses.

Our Financial Services

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to Little Rock, AR and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.

Income Planning

Income planning for retirement can be a daunting task because there’s a lot to learn. At Day Investment Advisors, LLC, we’re here to help you navigate throughout each of the three income planning phases

Legacy Planning

Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate.

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy.

Tax Strategies

One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing

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