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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are things about Social Security that might surprise you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding how a stock works is key to understanding your investments.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.