Accountable
From plan development to execution, we are dedicated to exceeding your expectations.
Independent
The resources of a large firm, with the autonomy of an independent boutique.
Our services are tailored to your needs.

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.

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

Home Mortgage Deduction

What is the Value of Your Business?

Protecting Those Who Matter Most
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.