Let’s save the world from being brokered to death.”

It is so exciting to show people, perhaps for the first time, the possibilities that are available to them with good planning and sound investment advice.

GET TO KNOW OUR ADVISORS

BOB SWIFT

Advisor, Shareholder, & Founder

It is the relationships we have that impact our life, not the things.”

My deepest professional satisfaction comes from helping clients navigate life’s financial complexities and making mindful decisions to pursue their definition of success.

GET TO KNOW OUR ADVISORS

LORI BOOTH-HOULE

Advisor, Shareholder

Live your financial life in harmony with what you value most.”

Money, along with time and energy, are what allow people to align their actions with their own individual sense of purpose. I feel gratitude every day for the opportunity to help people effectively allocate these precious resources in an effort to reach their goals.

GET TO KNOW OUR ADVISORS

Marc Campbell

Advisor, Shareholder

meet tci

Trusted Planning for Life

As an independent, fee-only advisory firm providing comprehensive, long-term financial planning, TCI strives to provide service excellence through an uncompromising commitment to the happiness of our clients and staff. Clients can expect one-on-one delivery of information and personal attention to their portfolio and life planning needs.

Learn More

Our Vision

  • We are passionate about helping people align their resources with what they value most to live a meaningful life. Life is meant to be enjoyed. It’s not about the money.”

    John Stephens, CFA, CFP

    Advisor

  • Wealth planning is often more emotional than financial. I enjoy working with clients as a friend and mentor to provide clarity and overall peace of mind. ”

    Mike Grosso, CFP®

    Advisor

  • I am reminded daily of how remarkable TCI is in terms of the thoughtfulness of my co-workers and the very natural commitment to doing the right thing in all facets of our business.”

    Debbie Hixson, RP®

    Associate

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

Your Name

Phone Number

Email Address