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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are five facts about Social Security that might surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that home, you invested that money?