Refi Trust

Services Offered

• Financial consulting
• Trust navigation
• Prepaid funeral plans
• Medicaid spend-down strategies
• Asset refinancing

About

Refi Trust is a financial consulting firm located in Wauwatosa, Wisconsin. The firm specializes in navigating expenses related to trusts, prepaid funeral plans, and Medicaid spend-down strategies. They offer services aimed at protecting clients from rising premiums associated with Non-Term life insurance policies, ensuring that cash values remain secure. Refi Trust serves individuals and families looking for guidance in refinancing their assets without incurring fees, while also keeping those assets safe and tax-free.

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