The smartest person in the room is sometimes a group of people.
We know we are really good at providing financial planning and investment advice. We don’t accept commissions and have a strong desire to remain free of conflicts of interest. Therefore, despite having 7 trained and credentialed CFPs at TFA, we still feel it’s necessary to collaborate with other third-party professionals to bring first-class service to our clients.
Bringing well-informed experts to the table to share their perspectives helps us develop a personalized strategic plan. Evaluating needs for life, disability, health and long-term care insurance is an essential component of the financial planning process, as is working together to create and monitor estate and tax planning strategies that are proactive, efficient and accountable.
We do not receive referral fees, nor do we have any revenue sharing agreements with these third-party professionals.