In order to create a personalized financial program, we begin with a complete analysis of your current financial situation. We call this your present position. It includes a review of all of your investments, as well as your tax return, debt, legal documents and much, much more. Using this information, we build a model of your financial position.
This financial review process often reveals problems not normally considered by the typical financial professional that could be devastating to your financial future.
Next, we create what we call your “picture perfect” financial future. Our clients find this extremely empowering because it allows them to have a clear vision, often for the first time, to see where their money and planning is actually going to lead them.
Armed with a model of your current financial position and a clear picture of your financial future, TFG creates a custom integrated financial strategy that includes income planning, asset and investment management, a tax strategy, a healthcare plan and an estate plan.
CAUTION: A plan or strategy will do you no good unless it is implemented!