Founded in 1970 with the goal of assisting our clients in every aspect of their financial lives.
Amongst our associates
you will ﬁnd:
TFG was founded over 50 years ago, initially with the principle of helping the professional community enhance their financial security. Over the years, TFG has evolved to include some of the most talented financial professionals in the industry. We have been here through market volatility, economic downturn, and global uncertainty and we look forward to the opportunity to create a positive impact on your financial future.
TFG is Founded
TFG focused specifically on the professional community including physicians and dentists. Scope of services initially included risk management solutions through life insurance and disability income protection
TFG Launches Comprehensive
TFG Receives GAMA International
Master Agency Award
This honor is only given to 250 firms in the industry. As of 2020, TFG has received this award annually.
TFG Launches Investment
TFG Starts “We Care for Kids, Inc.”
This 501c3 organization benefits the children of Make-A-Wish Orange County and the Inland Empire
TFG creates CIA Brokerage office
TFG Opens New Location
in Honolulu, HI
TFG Expands into Colorado
TFG Adds Business Strategies Services
TFG Texas Office Opens
TFG is recognized as a Top Workplace in
the Orange County Register.
TFG associates are in over 50 business
associations throughout the community
TFG announces Grand Opening of
San Diego, CA Office