1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701
TRI-CIRCLE FINANCIAL STRATEGIES BLOG: Clear Financial Guidance for Businesses and Individuals

Business Succession, A Life or Death Decision

Posted in: Business Succession
January 12th, 2015

By Bill Sornstein

"Queen Elizabeth visited the set of 'Game of Thrones' and said things are hard to keep track of because everyone keeps dying - to which Prince Charles replied, 'Not everyone'. "  -Jimmy Fallon Like monarchs, some business owners plan to control the company until the day they die.  Unlike royal succession, succession at death can wreak havoc on a family owned business.  In our experience, small businesses often lose talented and motivated family members and key employe [. . .]

Read More »

Welcome to Tri-Circle Financial Strategies

January 12th, 2015

By Bill Sornstein

Over the years we have maintained two separate identities:

  • Succession Strategies, providing business consulting for succession planning
  • Tri-Circle Financial & Insurance Services, providing financial planning and products for businesses and individuals
We decided it was time to merge these into one firm with one focus - providing clear and straightforward financial guidance for businesses and individuals. As the name i [. . .]

Read More »

Contact Us
Please Let Us Know How We Can Be of Service to You
Sign Up
for our newsletter and
get your free whitepaper:
"5 Important Strategies for Small Business Owners."

Mission Statement

Our mission is to help make your financial life as simple and harmonious as possible.

We take the complex and make it as clear as we can. We believe that you should never buy a financial product or service that you do not understand.

Sign Up for our newsletter
and our free whitepaper -
"5 Important Strategies for Small Business Owners."
© 2006 - 2018 Tri-Circle Financial Strategies, Santa Ana, CA. All rights reserved.
Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.