A Dedicated Team Working With You Tri-State Financial Group, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future. The overriding philosophy - the one that distinctively defines the way we do business - is Lincoln Financial Advisors' Serve First, Last and Always.