Create Your Lifestyle
Customize your financial lifestyle for today and tomorrow with lifestyle planning.
Our business is built on a foundation of thoughtful client relationships. With your lifestyle goals in mind, we can help you live the lifestyle you want today, and plan for your lifestyle tomorrow.
We create strategies that are tailored to your lifestyle and goals. We also help with your lifestyle today, wealth accumulation, and transition into retirement income.
We have strategies for wealth accumulation, retirement distribution, and wealth preservation.
We can provide consulting on your 401k/403b that is similar to your lifestyle financial plan and wealth management strategies before retirement.
We have retirement software customized for employees, annual fiduciary check list for employers, and fixed pricing.
The TFT Process
Whether you're just starting to invest, saving for retirement, or planning to retirement early, we're here to help you with your financial goals.
We encourage and advise your financial decisions to help you live your lifestyle NOW.
We encourage and advise your financial decisions to help you plan your lifestyle for TOMORROW.
Implementation of lifestyle
After we create a customized financial plan, we can help implement the lifestyle and goals of that plan.
We also offer 401k consulting, early retirement planning, cash flow management, and college planning.
We prepare you for multiple retirement scenarios.