Welcome to Total Financial Resource Group, Inc.
Total Financial Resource Group, Inc. (TFRG) is a diversified financial services company dedicated to planning, coordinating and implementing the tax, legal and financial affairs for a select group of families and business owners that have typically had substantial planning already done.
The difference between just
having it done and having TFRG involved is significant.
We truly are
Simplifying The ComplexTM for those families who have been invited to join the TFRG family.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Is your estate in order? This short quiz may help you assess your overall strategy.
How long does a $20 bill last?
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Three things to consider before dipping into retirement savings to pay for college.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.