Meet the President
Jim Braun President
As the president of Tri-State Retirement, Inc., Jim is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Jim got his start in the financial services industry in 2006 as a college student who enjoyed helping others with their financial strategies. Today, he truly enjoys helping clients optimize Social Security, reduce Medicare costs and create retirement income strategies that last as long as they do. Over the years he has met with thousands of individuals and families, helping them design a strategy to make life and retirement better than they ever thought possible.
Jim holds life and health insurance licenses in Indiana, Kentucky and Ohio. He has a bachelor’s degree in business from Northern Kentucky University.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at [email protected] or call us at 859.905.0233 today!
Meet our Team
Nick Maggard Estate Planning Attorney
As the founder of Maggard Elder Law, Nick Maggard provides comprehensive estate and long-term care planning for clients. He focuses his practice in utilizing revocable and irrevocable trusts and legal strategies to protect assets from nursing home costs and probate. Nick’s deep understanding of the Uniform Trust Code allows him to offer high-level, technical solutions that integrate seamlessly with a client’s long-term financial goals.
Richard VarnellTax Expert
As a professional tax and financial planning consultant for 30 years, Richard has had extensive experience in helping hundreds of people prepare and plan to have their wills and trusts prepared. He has B.A. Equivalent in Business Administration from California State University, San Bernardino, CA.
Get your FREE retirement kit now
This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
Retirement Kit
