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Wealth Management in 60 Days

WM60 - Wealth Management In 60 Days 

In the summer of 2011, TFR made a renewed commitment to our Core Values. Transparency, accountability and a dedication to exceed expectations are at the core of this commitment. That commitment includes the dedication to understanding what you, our clients, want out of life - for yourself and for your family. At TFR, we deliver comprehensive planning with the help of sophisticated technology. This technology enables you to organize, visualize, monitor and track your progress whenever you want, from wherever you are via your own personal planning dashboard. As life happens and circumstances change, we monitor and track your progress and make adjustments to your financial plan accordingly. 

Your personal planning dashboard serves as a secure, up-to-date window into your entire financial world - accessible to you at anytime from anywhere with an internet connection or mobile device. Unlike online banking, online shopping, or bill pay, this system is non-transactional. It is merely a window for viewing purposes only.  Check out the short video below for learn more about the capacity of WM60.