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