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Our
Clients
Our clients are
middle-income individuals and families who lead busy lives
and who don't have the time or the expertise to implement
and monitor a financial plan. People who wish to delegate
the management of their financial affairs to a trusted advisor.
Our clients desire
a proactive, on-going, hands-on relationship with their financial
advisor, rather than a relationship that is reactive, occasional
or hands-off.
Our clients desire
an advisor who will:
- Help them cut
through and ignore the noise of TV, newspapers, the internet,
and friends and neighbors who brag about their financial
successes. Such random advice often sounds impressive and
compelling - but it may not be accurate or appropriate for
every individual's situation.
- Manage the
allocation of their investments, evaluate insurance, and
coordinate with their accountant, attorney and other financial
professionals to make sure what needs doing gets done.
- Recognize and
capitalize on planning opportunities as they arise throughout
the year - opportunities brought about by changes in their
lives, changes in the law, and the tax harvesting of capital
gains and losses in their investment accounts.
- Be proactive
in the management and rebalancing of their personal investments,
and coordinate them with those choices available in their
employer-sponsored retirement plans.
TFP
fosters peace of mind through proper planning. You will know
you are doing all you can to attain your financial and life
goals.
TFP also has expertise in working with non-traditional couples.
Please
review Important Disclosure Information
set forth in this web site.
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