Our Firm
At the core of each person, each family, and each business are values. In today's world, values and finances rarely work as a team . . . until now. Tax & Financial Group (TFG) is an organization focused on helping you establish the financial security that you need to overcome obstacles allowing you to concentrate on living a value-centered life.
Tax and Financial Group (TFG) is a leading financial services firm headquartered in Newport Beach, California. Established in 1970, TFG celebrates this year its 40th anniversary! And has expanded from Newport Beach to offices in: Honolulu, Hawaii, Colorado Springs, Colorado and San Antonio, Texas.
TFG is comprised of over 120 individuals dedicated to assisting a successful clientele with the creation, management, and preservation of wealth. We bring expertise in:
- Exit strategies. Finding ways to tax-efficiently transfer a business to partners, family members, or key employees.
- Employee stock ownership plans. A well-structured plan deepens employee buy-in and commitment.
- Business transfers.
- Employee retention programs. Growing and keeping the business’ intellectual capital.
- Executive compensation strategies. Well-executed strategies for rewarding success can bring more of it.
- Strategic estate planning. Preserving wealth as values.
- Employee benefits. Getting maximum value out of benefits for the employees and the business.
TFG retains multiple experts in several areas of specialty. Each has maintained a vigorous continuing education program to keep current on financial products, tax laws, advanced strategies, and legislation that can impact our clients. Among our staff and consultants you will find:
- Investment Advisor Representatives
- Certified Financial Planners™ (CFP®)
- Chartered Financial Consultants (ChFC®)
- Chartered Life Underwriters (CLU®)
- Certified Public Accountants (CPA)
- Masters of Business Administration (MBA)
Moreover, TFG brings together the best resources inside and outside our firm for the client’s benefit. We orchestrate resources within our firm and collaborate with a client’s external advisors, attorneys, and counselors. We eliminate walls and barriers that could otherwise get in the way of fully addressing the client’s needs.
Our core values include:
- Trust. We serve the long-term interests of our clients, providing them with financial security and lasting value. We will be here when they need us.
- Strength. We maintain unquestioned financial integrity and strength. To provide security for others, we must be strong.
- Integrity. We keep our promises. In all our activities, we adhere to the highest standards of ethical conduct.
- Quality. We fulfill clients’ needs responsively and efficiently, with products of value and superior service. We avoid fads and gimmicks.
- Respect. We treat people with respect, and value diversity. Together we are better.
- Community. We service our community responsibly through philanthropy and volunteerism.
Charitable Support
TFG is actively involved in supporting local community projects and charities. Now in its 15th year, the TFG "We Care for Kids, Inc" Golf Tournament has generated nearly $1,000,000 in support exclusively on behalf of Make-A-Wish Foundation® of Orange County and the Inland Empire.
Make-A-Wish Foundation® grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. Founded in 1980 when a group of caring individuals helped a young boy fulfill his dream of becoming a police officer, the Foundation is now the largest wish-granting charity in the world, with 74 chapters in the U.S. and its territories and 28 international affiliates on five continents.
On Monday, May 24, 2010 we will be holding our Annual "We Care for Kids" Golf Tournament Benefit, Dinner & Auction
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Mission Statement
TFG's mission is to help people creatively use their
financial and personal assets to enhance the lives
of their families, the success of their businesses
and the strength of their communities for generations
to come. Our talented financial service professionals pursue
the goal of bridging present-day reality to future
dreams using energy, enthusiasm, responsibility and
respect for all TFG advisors, staff, and clients.
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