Who We Serve
TFP provides a spectrum of wealth management services for:
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:
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:
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:
Discover the financial opportunities in your existing business.