Contact

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Bill Hall  

​​704-689-9196

Headquarters

Originally, our headquarters was in Charlotte, North Carolina. After the pandemic, the organization transitioned into a fully-remote environment. Today, our team is nationwide with over 100 locations and continues to grow every day.

FAQs

Find answers to common questions about TRS.
Tax-efficient investment and financial planning strategies help clients navigate market volatility while minimizing the impact of taxes on their overall wealth.
Integrating tax planning into financial strategies showcases a comprehensive approach, addressing all aspects of a client’s financial well-being and minimizing unexpected tax liabilities. We are the only source you will need to provide this valuable solution – weekly training is provided!
Clients are drawn to financial planners who can optimize their tax liabilities, resulting in increased disposable income and improved long-term financial outcomes. TRS will do all the heavy lifting.
High-net-worth individuals, business owners, and those with complex financial portfolios are especially receptive to financial planners who specialize in tax reduction and estate planning, as these services directly impact their financial legacies.