Wealth Management in 60 Days
In the summer of 2011, TFR made a renewed commitment to our Core Values. Transparency, accountability and expectations are TFR’s Core Values and commitment to our clients. That commitment includes embracing the time to understand what you, our clients, want out of life - for yourself and for your family. We employ a comprehensive planning approach, combined with sophisticated technology, designed to optimize your results and help you work towards achieving your financial goals. We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand, and accessible to you whenever you want, from wherever you are. We understand unexpected events and life changes can impact your dreams. We monitor and track your progress and adjust your financial plan along the way.
Your Personal Financial Website 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, our system is non-transactional. That is why this system is so secure. It is for viewing purposes only. A secure site for our clients to have a cup of coffee or a glass of wine and “check-out” where everything is in this ever-changing financial world we live in. This short video provides insight to the capacity of WM60 and how TFR improves our client's lives!