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.

Learn more
Investment

Investment

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

Learn more
Insurance

Insurance

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

Learn more
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.

Learn more
<p>How to Invest in LGBTQ+ Friendly Companies</p>

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More
<p>How Retirement Spending Changes With Time</p>

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Learn More
<p>Retirement and Quality of Life</p>

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More
<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!