Health Insurance
Risk Management
As much as you try to avoid the pitfalls, certain things are out of your control, such as the untimely death, disability, or sickness of a family member or business partner. Our advisors work with you to devise state-of-the-art methods of shifting risk away from your business and loved ones. Through insurance, we can help provide the peace of mind that comes from knowing that your family and business are protected.
TFG offers the following insurance-based products and strategies for individuals and businesses:
We also make available various Fixed and Variable Annuity products:
- Flexible Payment Deferred
- Single Payment Deferred
- Immediate Annuities
In addition, we offer a variety of Retirement and Pension Plans:
- Defined Contribution Plans
- Defined Benefit Plans
- Simplified Employee Pension Plans
- 401(k) Plans
- IRA Plans
To learn more about our risk management products, please email us at info@tfgroup.com.
Financial Planning
Tax and Financial Group’s expertise lies in developing financial strategies based on a client’s personal vision. Using a disciplined financial planning process, we take a 360-degree view of a client’s values, goals and aspirations, and identify ways to make them happen.
The financial planning discipline encompasses:
- Cash and asset management - Analysis and recommendations on increasing spendable income.
- Risk management - Identifying personal and business risks and providing strategies to manage them.
- Tax planning - Expertise to develop an effective strategy to manage tax exposure.
- Investment analysis - Matching investments to goals, risk levels, and time frames.
- Retirement planning - Defining a preferred lifestyle and putting plans in place to live it.
- Estate planning - Passing on a financial legacy and preserving values for generations.
To learn more about how our financial strategies can bring you closer to your goals, please email us at info@tfgroup.com. (Tax & Financial Group does not provide specific tax advice. Please consult with a professional for specific advice.)
Investments
Achieving financial success is a complex and confusing process to even the most experienced investor—one that requires a significant amount of time, knowledge, and resources. Many affluent investors demand a different approach—one that elevates their portfolio beyond one-dimensional strategies and leverages the expertise of highly-skilled professional investment managers.
What distinguishes our program is its personal emphasis. It is built around you and your goals, time frame, and tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. We do this by utilizing a disciplined process that sophisticated institutional investors have followed for decades in managing their investments.
Your portfolio strategy begins with a personalized investment analysis, then graduates through the portfolio construction process in which multiple asset classes, style allocations, and specialty investment managers are combined to meet your objectives.
The result is a well-tuned, four-step asset management process designed to respond to your individual needs while also responding to the dynamics of the capital markets:
For more information, please email us at info@tfgroup.com.
