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Create Your Lifestyle

Customize your financial lifestyle for today and tomorrow with lifestyle planning. 

Schedule a complimentary 30 minute ‘get acquainted’ session.

Our Clients Are Our Priorities

Client Centered

Client Centered

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're passionate about achieving your goals

Lifestyle Financial Planning

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. 

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Wealth Management

We have strategies for wealth accumulation, retirement distribution, and wealth preservation. 

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401k/403b Consulting

We can provide consulting on your 401k/403b that is similar to your lifestyle financial plan and wealth management strategies before retirement. 

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Small Business Planning

We have retirement software customized for employees, annual fiduciary check list for employers, and fixed pricing.

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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. 

Today’s lifestyle

We encourage and advise your financial decisions to help you live your lifestyle NOW.

Tomorrow’s lifestyle

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. 

Additional services

We also offer 401k consulting, early retirement planning, cash flow management, and college planning. 

Stay Ahead of the Curve for Retirement

We prepare you for multiple retirement scenarios.