Broker Check

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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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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DO YOU HAVE ANY QUESTIONS?

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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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