Our process is to fully understand and analyze your financial situation, and then to provide you with the information, advice and solutions you need to make the best possible decisions about your financial future.
At Total Financial Resource Group, Inc. (TFRG) we believe family comes first, and we serve our clients as if they were family. If that's not what you're looking for in a financial advisor, then TFRG may not be your Firm. On the other hand, if family is as important to you as it is to us, then we would like to invite you to come in and get a second opinion on your wealth management planning.
The TFRG "second opinion" will provide you with a written evaluation of your living trust documents, most recent tax returns, insurance coverages and your investments. The money that TFRG could potentially save you in unnecessary taxes, lower insurance premiums and/or lower investment fees could be saved and invested; or spent, thereby increasing your standard of living. No matter what your financial goals are... a second opinion can help make sure you and your family are on the right path.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.
ON DEMAND SEMINARS
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.
An effective estate can spell out your healthcare wishes and ensure they're carried out – even if you are unable to communicate.
A sound insurance program can help protect your family from the financial consequences of unexpected events.
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