Gain impact freeing you up to focus on growth.
Level up
your practice
through TFG
TFG’s dedicated in house resource team is here to complement your practice efforts with tools and expertise.
Unlock your full potential by investing in your Professional Growth.
Succession Planning
TFG recognizes, you have poured countless hours and resources into building a successful practice. Whether your plans to retire are in the distant future or near, unexpected circumstances can cross your path anytime.
Having a well thought out succession plan is prudent to ensuring your clients, family, and own interests are taken care of. TFG can help guide you through an action plan with the firm resources and support as a complement to your strategy. There are steps you can take today to support a seamless process.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
Make a Life
With Us.
Looking for a financial services firm that can help
build and protect your legacy?
Make a Life
With Us.
Looking for a financial services firm that can help build and protect your legacy?
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GAMA International is a membership organization for which individuals and firms must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision roles in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals and firms must be current with membership dues and submit an application fee for consideration. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
GAMA International is a membership organization for which individuals and firms must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision roles in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals and firms must be current with membership dues and submit an application fee for consideration. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.