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How We Are Different

Philosophy

Total Financial Resource Group, Inc. (TFRG) was founded in 2000 upon the principle of serving the client’s best interests with the understanding that we are successful only when our clients succeed. We developed our comprehensive Family Wealth Management Planning™ process with this simple philosophy in mind. TFRG is an organization of planning professionals who specialize in identifying and resolving complex estate, business transfer, retirement and investment problems. Specifically, we look at all areas of your financial life and pull them together in a cross-disciplinary manner with the goal of meeting your financial security and asset preservation needs and objectives. Our number one goal is to assist our clients in retaining and safeguarding the personal financial independence they have worked so hard to attain.

Exclusivity

We do not claim to be all things to all people. We typically work with business owners, professionals, executives, retirees, fiduciaries, athletes and entertainers. By limiting the number of clients we serve, we develop a detailed understanding of the unique problems and opportunities that our clients face. This translates well into our mission to help you achieve your goals across the entire financial spectrum.

Educational Approach with Tailored Solutions

You will find that working with TFRG is a unique experience. Our comprehensive Family Wealth Management Planning™ process proceeds through two primary steps: first, to fully understand and analyze the specifics of your financial situation; and second, to provide you with the information, advice and alternatives you need to make the best possible decisions about your financial future.

Each of our custom plans is designed to help meet your unique goals, needs, circumstances and objectives. We do not deliver a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future. The benefits of our planning process is quickly apparent as you will enjoy a greater understanding of the impact of various options and can be better positioned to possibly make the best decisions for yourself and your family.

Long Term Relationships

Your relationship with TFRG doesn’t end once we complete our work and you have implemented your plan. Given today’s ever changing tax laws and because your personal situation and objectives are not static, the plan you develop today will rarely meet all of your needs in the future. By periodically meeting with you, we will analyze any changes in your financial situation, evaluate their impact on your current planning, and recommend alternatives as necessary. This often-ignored step is critical to help ensure the long-term benefit of the planning process for you and your family.

At TFRG, we want to help you plan for your future. Working together, we can focus on your hopes and dreams… and plan for the BEST of your life.