Investment Approach
About Investment Approach
We develop a customized investment approach for each client based on frank discussions regarding short-term goals and long-term vision, cash flow needs, tax situation, and retirement targets. Each client’s personal risk tolerance is then evaluated. Once we arrive at an agreed upon investment strategy, we then design a diversified portfolio to meet the client’s financial goals for both short and long term objectives. Finally, each customized portfolio is monitored and reviewed on a regular basis, and adjustments are made as often as necessary.
Taxes, fees and poor diversification can eat away at your returns. Far too many people ignore the impact these factors can have on investment growth. We don’t.
Our approach
Our financial professionals collaborate with you on the design, implementation and on-going management of your customized wealth management plan.
Asset Management
Proper asset allocation and diversification between equities and fixed income will be based on each client’s financial goals and objectives, as well as personal risk tolerance.
Preservation
Preserving capital is a key component of our asset management approach. Where the primary goal is to preserve capital and prevent loss in a portfolio, this strategy necessitates investment in the safest short-term instruments.
Growth
Portfolios designed for capital appreciation and long-term growth typically use equities as the primary investment vehicle. We have some a-typical solutions as well.
Security
If the primary investment objective is secure income flow and asset preservation, usually fixed income products are used in proper combination.
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TFG Financial Advisors, LLC, is registered as an investment adviser with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. It is not affiliated with or endorsed by the Social Security Administration or Medicare. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time. All investment and insurance strategies have the potential for profit or loss. Information presented is believed to be current. Photos and videos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.