Simplifying the Complex

TFRG was founded in 2000 as an independent business and free from the product-focused, sales-driven environment that is prevalent at large financial institutions. Over the past 22+ years Brad has worked with family business owners, medical professionals, professional athletes, entertainers and retirees to design wealth plans to grow, protect and transition assets in excess of $2.0 billion.

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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.

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Women & Wealth

Helping women, widows, and divorcees to attain peace of mind.

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Social Security – What You Don’t Know Can Hurt You!

Choosing the right benefits at the right time is one of the biggest financial decisions you’ll ever make.

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Retirement

Steps to consider to potentially accumulate the money to pursue retirement activities you want.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

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Insurance

A well-structured insurance strategy can help protect loved ones from the financial consequences of unexpected events.

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Money & Estate

Managing your money involves a lot more than just simply making and following your own budget.

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Blogs & Articles

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Protecting Your Most Valuable Asset

Now that tax season is over, we turn our attention to other financial priorities.   Some of us own income properties and income-producing investments, […]

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What Do You Consider Your Most Valuable Asset?

If you’re like most people you probably consider either your home or income-producing investments as your greatest assets.  However, I’m going to ask you […]

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Press Release

17
May

President/CEO of Total Financial Resource Group, Inc., Brad Creger, On Asset Protection

Brad Creger, author and President/CEO of Total Financial Resource Group, In ...
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12
May

President/CEO of Total Financial Resource Group, Inc., Brad Creger on Disability Planning

Brad Creger, author and President/CEO of Total Financial Resource Group, In ...
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Total Financial Resource Group, Inc.    155 North Lake Ave., 8th Floor Pasadena, CA 91101    800-984-TFRG

​Securities offered through First Allied Securities, Inc. a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Total Financial Resource Advisory, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Total Financial Resource Insurance Associates, Inc. (dba TFRG Insurance Services) is a licensed insurance agency. CA Insurance License #: 0D43445. TFRG, TFRA and/or TFRIA are not affiliated with First Allied Securities or First Allied Advisory Services.

Mandatory Disclosure | Privacy Notice | Business Continuity Plan | "FINRA BrokerCheck"

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2015

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Brad Creger
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