Total Financial Resource Group

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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How to Maximize Your Retirement Readiness

Learn how to get the most from your retirement savings.

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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 your 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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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Press Release

09
Nov

President and CEO, Bradford Creger Named as One of America’s PremierExperts®

Bradford Creger, President and CEO, has recently been named as one of Ameri ...
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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

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 inforamtion on a topic that may be of interest. The opinions experssed 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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