5040 Tennyson Parkway
The resources of a large firm, with the autonomy of an independent boutique.
Our services are tailored to your needs.
Our fees are simple and straight forward.
From plan development to execution, we are dedicated to exceeding your expectations.
Our planning process is designed to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your investment goals.
We understand the challenges families face today. From legacy planning to retirement planning, personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
TFR was founded with the goal of assisting clients in every aspect of their financial lives.
We are creative practitioners and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
Our business is built on a foundation of thoughtful client relationships.
Curated articles, videos, and more, for a financially savvier you.
What Is a 1035 Exchange?
Understanding the Alternate Valuation Date
Understanding Long-Term Care
My goal is your success. here’s some helpful resources to help you have a successful future.
A collection of hand picked articles. Planning to visit Las Vegas or any other vacational resort where casinos are a major portion of their business.
Calculate elaborate financial decisions with total calculation. Planning to visit Las Vegas or any other vacational resort where casinos are a major portion of their business.
Even more videos to enjoy. Planning to visit Las Vegas or any other vacational resort where casinos are a major portion of their business.
Managing your money involves more than simply making and following a budget.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.