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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’s highly experienced specialists are committed to working with you to evaluate your risk factors. Our specialists can help identify customized strategies to manage your risks in the following areas:
We also make available various Fixed and Variable Annuity products:
In addition, we offer a variety of Retirement and Pension Plans:
To learn more about our risk management products, please email us at info@tfgroup.com
Financial Solutions
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:
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.)
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| Risk Management | Financial Solutions | Investments Strategies | Health Insurance |
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 investmentteam@tfgroup.com
Quick Links
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4001 MacArthur Blvd., 3rd Floor Phone: |
Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Tax & Financial Group, 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA, 92660
(949) 223-8100 or Toll Free (800) 373-2177
Copyright 2012 Tax & Financial Group, Securian Financial Network. All Rights Reserved.