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SERVICES
As an independent firm, TGF offers conflict-free advice and perspective on a variety of areas affecting your personal finances.
Compressive financial planning
Goal-specific planning
Retirement scenarios modeling
Executive compensation consulting
Budget evaluation and accountability coaching
Insurance policy evaluation
Investment analysis
Hourly counsel and guidance
These services are available, regardless of level of income, net worth, or investment value.
As a planning-centric firm, we believe that your long term financial success is based on many other decisions you can make beyond just investment choices.
As a CFP, your advisor is held to duty of care as a fiduciary. A CFP professional shall at all times pace the interest of the client ahead of his or her own. AT ALL TIMES. Period.