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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.

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Will Your Money Last through Retirement?

Do you have enough saved for retirement?  If not we can educate you on your options.

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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.

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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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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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