It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our approach, we’ll give you the tools to reach your goals.
Will Your Money Last through Retirement?
Do you have enough saved for retirement? If not we can educate you on your options.
Close to Retirement?
We are experienced in helping you create a financial plan based on your needs and goals in this next phase of life.
We’ve all been there. It can be tough working your way to the top. We’ve experienced the professional treadmill and chosen a path that actually leads to a destination. At TFA, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. We believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you can climb and summit your peak!
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.
We’re here for you!
Curated articles, videos, and more for a financially savvier you.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Immediate vs. Deferred Annuities
Healthcare Costs in Retirement
Preparing for the Expected