What should individuals look for when selecting an investment firm?
- Full-time Fiduciary - Find a firm that is legally required to act in your best interest at all times. This should eliminate 90%+ of all investment firms.
- Education – With such low barriers to entry, almost anyone can call themselves a financial advisor today. At a minimum, we believe those providing investment and financial planning advice must have earned the CFP® designation.
- Experience – Find a firm that has experience working with people like yourself. TFA works with over 600 diverse households and manages approximately $531 million in assets (as of 3-1-17).
How is TFA compensated?
What should I expect if I’m interested in working with TFA?
- Discovery Meeting – TFA will spend time with you asking questions to learn as much as we can about your goals, values and life plan. We are looking for areas where TFA may be able to add value.
- Plan Presentation Meeting – TFA will walk you through our planning analysis to give you an understanding of how we work with you to make decisions and build a plan using your actual financials. We hope we have given you enough information to make a decision.
- Implementation / Mutual Acceptance Meeting – If you would like to move forward, we would have you sign our service agreement and any remaining paperwork to establish the relationship.
- Review and Monitor – Based on your needs, TFA will typically meet existing clients 1 – 4 times per year to review investments and update your life plan.
Visit the “Contact Us” link to begin.