TFG Wealth Management helps people open the door to a more successful retirement. Through our comprehensive process, we design and implement strategies in which investments serve as a source of stability and security, rather than a source of anxiety and worry.
Mark Fried, President of TFG Wealth Management, is pleased to offer you a complimentary financial consultation. During this meeting, he will discuss your current financial situation, strategies and objectives, and will help you determine whether your current plans match up with your future goals. This meeting focuses on uncovering areas that are not typically addressed by other financial advisors or accountants, but that may be allowing hard earned money to fall through the cracks.
Surveys of affluent Americans consistently reveal that a major frustration they have with their financial advisors is that they’re not proactive enough about future issues that might affect their financial well-being. The correct course of action is to discover your needs first and then build the proper plan around those needs, in much the same way that you would build a house. Unfortunately, many people do not proceed in this manner and only learn about mistakes when it is too late.
During your initial complimentary consultation, Mark will help you determine answers to some important questions, such as:
- Are you paying too much in investment fees?
- What will your future tax bill be for your IRAs, 401(k) accounts or 403(b) accounts (now or potentially in the future)?
- Will your investments provide for the retirement you have planned, regardless of market conditions? Are you protected whether the market goes up, goes down or remains stable?
- If you are already retired, are you getting the most income possible from your investments?
Whether you are developing an income plan or determining your risk tolerance, TFG Wealth Management can help you create and implement a wealth accumulation plan to meet your financial goals. We can assist you in managing your money while minimizing risk, allowing you to accumulate the funds you need to meet your financial objectives.
The longer you wait to implement a plan, the longer you’ll wait to meet your financial goals.
Call TFG today at (215) 968-1755 or contact us online to schedule your free financial consultation.