WELCOME TO TFA

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.

Let's Get Started

We’re here for you!

Reach out to us today to schedule a no-cost discovery meeting - to get your finances going in a direction to help pursue your goals.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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