Company Philosophy

TFG helps clients meet three financial objectives – control, security, and financial freedom.

Since opening the doors to this independent financial advisory firm, the team at TFG Wealth Management, have been determined to help others deal with the financial uncertainties that they will experience throughout life, and that are especially important leading up to and during retirement.

TFG Wealth Management was built with the goal of helping each client meet three primary financial objectives – control, security and freedom.

PRIMARY FINANCIAL OBJECTIVES:

Control

In order to gain control over one’s finances, we believe that an individual must gain knowledge and understanding about three distinct aspects of their financial life. First, they must be able to accurately assess where they currently are, both personally and financially. Next, they must decide where they would like to be, setting specific and concrete goals (such as retiring at age 65 with the freedom to travel at leisure, or being able to put their children through college with no loans). Finally, they need to create a comprehensive and detailed strategy for how they are going to get from where they are today to where they want to be. This information leads to a sense of financial control.
Security

We work to assist clients in achieving financial security by helping them protect and preserve their assets. While asset growth is an obvious part of preparing for the future, many individuals tend to overlook the importance of protecting and preserving their wealth. This is critical to achieving financial security, especially during such volatile economic times.
Freedom

Only by gaining control and security over one’s personal finances can an individual truly enjoy what they’ve worked for throughout their entire life: retirement. Financial freedom provides the means for people to retire without the constant pressures of money concerns looming overhead. Even prior to retirement, achieving financial freedom allows for financial objectives to be met without worry.