It’s not about us. It’s about you.

financial advisors at TFA

This might be the most important thing to know about how we operate as a financial advisory firm. You are the why behind our work, which involves:

  • A unique and clearly defined process—the Intentional Planning System—through which we empower our work with clients.
  • Teamwork stacked with exceptional individuals who have acquired advanced education and credentials in our field, many of whom have been practicing their craft for decades.
  • Operating as a collective, not individuals, and our processes are inherently flexible, resulting in a client experience that is customized for every individual and family we serve.
  • We are more concerned about you than “about us!

TFA is excited to introduce you to our amazing team of CERTIFIED FINANCIAL PLANNER™ practitioners, every member of whom ends up playing an important role in your experience as a client. An integral part of your financial success is about crafting an intentional retirement and investment plan, together.

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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