Our mission is to help our clients and colleagues live with intention. TFA is a Fee-Only , independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Below are three reasons you should consider talking with TFA:
We are going to help you build, execute and monitor your individual or family life plan.
Candidly, we can’t determine if it makes sense to work together until we meet and understanding your situation. One of the ways we enforce our fiduciary obligation is to make sure working together is in your best interest, even before you become a client. This means taking you through a three meeting process:
What life do you want to live?
Your priorities change as life changes. Your plan needs to change with your priorities. TFA helps you continually refine your plan.
Do you have the resources to live your ideal life?
You will be able to know at any time if you are on track with your plan, even as priorities change. You need someone that can help you monitor, evaluate and adjust your plan as required. TFA has a team of CFP® Professionals at TFA Professionals whose job is to make sure your plan works, which means helping you make the best decisions in the context of that plan. This brings our clients peace of mind.
Are you prepared for life’s surprises?
Death of a spouse, divorce, market crash, new job, inheritance, injury, etc… These are just some of life’s surprises. TFA builds a plan with strategies and instruments to make sure you stay on track.
* To generate a more reflective award ranking of the top advisors and investment managers, AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. AdvisoryHQ developed a breakthrough "Top-Down Advisor Selection Methodology" that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.
** Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
*** Criteria for award: Honorees are selected based on research done by Business Leader magazine editorial team and receiving input from local business leaders. The criteria used in selecting the honoree is: 1) Research that shows that you are a top performing company/firm in your industry and 2) Local business leaders and organizations provide input on top companies and leading business professionals.
Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or any client nor are they representative of any one client’s evaluation.