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:

  • 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.

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