Finding an Investment Advisor or Financial Planning Expert that 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 – especially in Newtown, Bucks County, PA. To fully prepare for retirement, you need someone with unique skills and a background to know how to handle every situation in order to help you get to where you want to be as you travel the road towards your financial future. Mark Fried is that someone.
Mark is a Wealth Strategist who uses a different approach to get clients to and through their retirement; an approach called “Maximum Planning”. His approach has been developed based on years of working with very wealthy families. He knows that looking at every facet of a person’s financial world is the key to a successful financial future. TFG Wealth Management is based in Newtown, Bucks County, PA and their services include acting as a Financial Planner, Retirement Financial Planner and Investment Advisor for individuals, families and business owners throughout the country.
The financial world has changed and a “new normal” has emerged – one that requires looking beyond return on investment. Mark is a specialist who embraces this new reality, helping you create more wealth not just through increasing rates of return and reducing risk, but by thoroughly considering many financial aspects of your life, like insurance, social security, taxes, healthcare costs and market uncertainty.
Before making investment decisions, Mark devises a three-dimensional financial model that encompasses all critical factors affecting your financial security, including aspects of your life that typical financial planners don’t take into account. This is done in an effort to meet your goals with certainty and predictability. He uses methods other financial professionals don’t consider and employs technology they don’t have access to.
People who understand that the world has changed, are willing to embrace the “new normal”, and want more from their financial advisor turn to Mark to help them meet their goals of realizing predictable and achievable financial paths for the rest of their lives.
Give Mark Fried a call at 215-968-1755 to experience what Maximum Planning can do for you, your family, and your future.