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© 2018 - TRG COMPANIES. ALL RIGHTS RESERVED. BUILT BY ATWOOD SITES.

CONTACT INFO

TRG Companies
Detroit, MI


Phone  & Email

(248) 761-8326

eric@trg-companies.com

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Eric Rosenfeld
TRG COMPANIES

At TRG our focus is exclusively on you. We are not tied to any one carrier, company, and/or product. You are TRG - and our relationship is what makes us work effectively.

Full range of solutions to accomplish your financial goals.

 

Strategic and creative thinking is our normal - we often find ways to accomplish goals others overlook or have not considered.

Nearly 50 year family legacy and passion for delivering financial security to individuals and businesses.

Solutions that start with unbiased and open discussions about your needs and goals.

Learn More About Our Financial Strategies

SERVICES

TAX STRATEGY

SAVING FOR RETIREMENT

RETIREMENT INCOME

SMART FAMILY BANKING

ALTERNATIVE INVESTMENTS

 

TAX STRATEGY

You Don’t Have To Pay Unnecessary Taxes.

Sophisticated tax strategies used by the rich can seem complicated and out of reach. Eric’s knowledge in the industry can show you in simpler terms how to enjoy tax-free and tax efficient income.

 

SAVING FOR RETIREMENT

What Type of Retirement is in Your Future?

If you started saving for retirement early, kept putting away 15% of your income, never dipped into it for a vacation or something else... chances are you’re on your way to a comfortable retirement. But the reality is, no percentage or formula can cover all situations. No retirement calculator can duplicate the complexity of the financial markets, individual health insurance costs, or other surprises. Working with TRG, we will look to uncover the type of retirement you want and what you will need, then create the most comprehensive and effective retirement saving strategy available.

 

RETIREMENT INCOME

Protect your retirement income with solutions designed by TRG.

Saving for your retirement is one thing, but setting up accounts in ways that will provide dependable streams of retirement income is another. Protect yourself from unnecessary taxes in retirement. Tax efficiency and tax free income are important when it comes to protecting yourself from outliving your retirement income. TRG will work with your CPA and other financial advisors, to help you make decisions that are right for you.

 

SMART FAMILY BANKING

Recapture Interest and Fees You Would Otherwise Pay Banks.

Take control of your money and earn the profits that banks have been making off of you by creating your own banking entity.

 

What would you say to the possibilities of funding your retirement, reducing your debt, paying off your mortgage, financing a business, financing cars, funding college, all while enjoying a wealth of returns? What about tax free and tax efficient income?

 

ALTERNATIVE INVESTMENTS

Consider a Different and Exciting Way To Diversify Your Portfolio.

Alternative investments and private equity allows you to invest in areas typically only available to the top 1% of the 1%. Things such as real estate, exciting new companies, high yield income options, and other very exciting opportunities.

 

TAXES

How can you enjoy a lifetime of tax-efficient income?

Our goal is to shift your taxes into the “Tax Never” bucket.

Clients come to TRG to discover how to reduce their tax liabilities. For most people, their assets fall into one of two categories, or what we call “buckets”. One, the TAX TODAY bucket - such as stocks, bonds, mutual funds. Two, the TAX TOMORROW bucket - such as IRA’s and 401K’s. However, there is a third bucket in which most individuals don’t have any assets - a bucket that we refer to as the TAX NEVER bucket.

Our focus is on ensuring that our clients have a diversified tax strategy by repositioning some of their assets into the TAX NEVER bucket. Having assets in the TAX NEVER bucket can help you avoid feeling the effects of future tax increases (which are likely to occur) and allow you to mitigate, and even eliminate, paying unnecessary taxes throughout your retirement years.

CLIENTS

RICHARD KLIGMAN
Superb Custom Homes

Eric has a level of personal commitment to his client's well being and depth of industry knowledge that is unsurpassed.  I sleep better at night knowing that Eric has help put measures in place to support and protect my family.

MARC PROVIZER

I went to Eric years ago to help organize my finances and to make plans for my future. His investment advice and money management skills helped me plan for retirement.  Eric's experience and knowledge  of the industry let me know that my previous counselors weren't very up to date in their thinking. I highly recommend Eric to anybody looking for honest and intelligent answers to all things financial.

STEVE VAFEAS
VP-Dianamic Abrasive Products

I have been working with Eric for over 16 years and  not only is he a pleasure to work with professionally, he has become a friend personally.  His knowledge of the industry and all things financial are second to none.  He stays on top of things regularly-most importantly through changing times and environments. I appreciate Eric and am lucky to call him my advisor and friend.

 

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WHAT IS TRG?

 

One of the nation’s leading providers of insurance, money management, life settlement solutions, consulting, and alternative investments.

EXPERIENCE & EXPERTISE

Nearly 50-year family legacy and passion for delivering financial security to individuals and businesses. Between owner Eric Rosenfeld and his father, TRG has seen good economies, bad economies and everything in-between.

 

SUPERIOR ADVICE

& CUSTOMIZED SOLUTIONS

Eric works with individuals, business owners, and professionals to customize solutions that stand the test of time. Eric’s unique combination of tax, insurance, and investment knowledge helps his clients consistently exceed their financial goals.

TRG has advised thousands of individuals and business owners since 1992.

INDIVIDUAL ATTENTION

TO EVERY CLIENT

Eric has successfully built the firm client-by- client, developing a reputation in the industry for serving the best interests of each and every one of these clients.

LIFELONG LOVE OF THE INDUSTRY

Eric earned his B.A. in Finance from Michigan State

University and began his career in financial services while in college. His love of the industry started much earlier, though, on his father’s office couch when he was 13.

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