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Who We Serve


Who We Serve

TFP provides a spectrum of wealth management services for:

  • High income earners
  • Business owners
  • Professional athletes
  • Entertainment figures
  • Wealthy Heirs

Each service is designed to accomplish specific objectives determined through our planning process with you.

Services for Individuals

Specific vehicles are recommended to help preserve and grow your capital, protect your family, and thoughtfully plan for the ultimate transfer of assets to the next generation. These include:

  • Asset Management – Objectives include growth, reducing portfolio volatility, limiting exposure to market meltdowns, and reducing taxes.
  • Insurance – used to ensure your plan withstands untimely death, becoming sick, or enjoying record old age.
  • Educational Savings – tax-preferred vehicles, ideal for enjoying the best education.
  • Retirement Planning 
    Our Retirement Income Survival Process – a unique approach built on three principles to help you:
  • Transition from Asset Allocation to Income Allocation
  • Determine your Withdrawal Percentage –so it is sustainable throughout retirement.
  • Address Risk – protect your income streams from upheavals during retirement.
  • Estate Planning 
    TFP can help implement and fund strategies for wealth transfer, protection, and generating ongoing income including:
  • Irrevocable Life Insurance Trust (ILIT)
  • Spousal Lifetime Access Trust (SLAT)
  • Intentionally Defective Grantor Trust (IDGT)
  • Family Limited Partnerships (FLP) or Family Limited Liability Company (LLC)
  • Generation-Skipping Trust (GST)
  • Charitable Remainder Trust (CRT)
  • Wealth Replacement Trusts (WRT)
  • Grantor Retained Annuity Trust (GRAT)

Looping in Your Spouse

Will your spouse know how to manage wealth without it going down the drain?

It’s no secret that couples often have different views about spending and saving. Instead of making those differences a point of friction for you to settle on your own, we artfully make them part of the planning process.

Your  Financial Advisor has the unique skills and experience to facilitate the most-in depth financial conversation you and your spouse will ever have. This ensures your spouse can fully appreciate all that you’ve set up on his/her behalf.

For surviving spouses, your Chief Prosperity Officer® can serve as a sentinel over your wealth, stepping in to help them:

  • Safeguard their lifetime income.
  • Maintain the life you envision for them.
  • Avoid falling prey to suspect influence, bad advice, or outright fraud.
  • Adequately plan for future generations.
  • Benefit from all that you worked so hard to achieve.

Inherited wealth should be a blessing, not a burden.


Keep More of What You’ve Built

Our financial solutions for small businesses serve to build, safeguard, or extract all the hard-earned equity you’ve worked to create. With a focus on tax-efficient solutions, TFP can help you retain the fruits of your labor.

We provide an in-depth analysis of your existing structures, followed by recommendations to reduce risk, lower fees, and expand your options. These can include:

  • Qualified Retirement Plans
  • Executive Compensation Plans
  • Stock Ownership Plans
  • Buy-Sell Agreement Funding
  • Liquidity Event Funding
  • Key Employee Indemnity Plans

Discover the financial opportunities in your existing business.