At TFG Wealth Management, we carefully build your unique financial road-map based on a process we call “Maximum Planning”. Maximum planning refers to an investment approach that incorporates a comprehensive review of everything in your financial world, both now and in the future, in the investment decision-making process.
Most Financial Planners only consider return on investment. Others go a bit deeper, and may consider your goals and when you plan to retire. Our process, however, looks at everything that can possibly impact your financial future and creates a complete three-dimensional evaluation of all aspects of your life, including insurance, social security, taxes, healthcare costs and market uncertainty.
Mark Fried’s unique background has taught him that wealthy families look beyond return on investment on a regular basis, and their teams of advisors look at every facet of their financial world when making financial decisions. They understand that how you handle your money, and how circumstances, both now and in the future, impact your decisions, are the keys to a successful financial future.
Now Mark brings that type of thorough planning and research to all of his clients, regardless of their income or net worth.
When considering your financial future, don’t you want to insure that all aspects of your financial life are being considered? If so, it’s time to talk to Mark Fried at TFG Wealth Management and experience what Maximum Planning can do for you.
Call us today at 215-968-1755 or fill out the contact form on our site and we will get back to you.