The Client Experience

After learning more about your story in our Discovery Meeting, our advisory team will guide you through an interactive financial planning experience, where you can explore the “big picture” of your financial future, in real-time:

From there, you’ll get a blueprint of your financial life, a clear vision of your long-term goals and a team of advisors to help you see them through.

You shouldn’t have to question whether your advisor is considering your best interest when making recommendations for your financial future.

You shouldn’t have to worry that your advisor is putting sales and commissions over personalized service and expertise.

As a registered investment advisor (RIA), we uphold the fiduciary standard of care, which means the only financial recommendations and vehicles we offer are those based on your values, priorities and goals.

For many firms, fees and compensation are taboo topics of discussion. In some cases, the details are unclear, or worse, never fully disclosed to clients. This lack of transparency can give rise to conflicts of interest and faulty practices that fail to meet clients’ best interests, time and again. That’s just not the way we operate — our clients deserve better.

As fiduciaries, we’re committed to being open, honest and transparent with our clients, especially when it comes to our fee and compensation structures. Our advisors receive an asset-based or hourly compensation rate for the services they provide, and we don’t receive any commissions for the mutual fund products and money managers that we recommend. The only obligation we have is to our clients — to provide them with the advice that we believe is the best fit for their financial goals and wellbeing.

If we had it our way, every investor would benefit from the transparency and confidence this model can provide — which is why we’ve been a part of a growing industry focused on providing fiduciary services. Dedicated advisors who recognize you face complex challenges that require comprehensive, objective advice — a standard of service we already deliver to our clients, every day.

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.