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Our Process

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.

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Our Commitment

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.

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Understanding You Is The Key To Our Success

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.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    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.

  • Estate

    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.

  • Insurance

    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.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
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RESOURCES

My goal is your success. here’s some helpful resources to help you have a successful future.

ARTICLES

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.

CALCULATORS

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.

VIDEOS

Even more videos to enjoy. Planning to visit Las Vegas or any other vacational resort where casinos are a major portion of their business.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Download Our Tax Reform Ebook!

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.

Have a question? We're ready to help.

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