Plan Smart. Retire Well. We can help you manage your finances so you can pursue your goals.

Begin on the path for a more secure retirement

Finding an Investment Advisor who understands how the financial world is changing is hard. Finding one that truly wants to understand your specific goals and needs, putting them above everything else, is even harder. To fully prepare for retirement, you need someone with the unique skills and background to know how to handle every situation in order to help you travel the road towards a secure, independent retirement. The team at TFG Wealth Management will help you locate and fix your Retirement Blind Spots.

TFG Wealth Management uses a different approach, called “Maximum Planning”, to get clients to and through their retirement. This approach has been developed based on years of working with very wealthy families. TFG  knows that looking at every facet of a person’s financial world is the key to a successful financial future. TFG uses methods other financial professionals don’t consider and employs technology they don’t have access to.

The TFG Client Experience

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ROAD RULES FOR RETIREMENT

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Wealth Management Services Achieve your long-term financial goals

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Smart Money Blog By Mark FRIED

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Lisa Odoski, FPQP, represents financial services in a dynamic way. A true supporter of financial protection for women and an inspiration for women leadership in business, Lisa brings over 20 years of experience to the table. In such rapidly changing and competitive industry, Lisa finds the energy, passion, and creativity to stay ahead. Her goal is to build and retain trust with clients by following two core values: Independence and Integrity.