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(877) 733-1859Our Wealth Management Services
Customized Financial Planning
Your life is about much more than your investments. While clients generally come to us first for investment management, they also find value in our comprehensive, objective advice on any financial issue.
Whether your concerns involve investments, taxes, retirement, estate planning, insurance or charitable/ education planning, we know how to ask the right questions and facilitate solutions tailored to you. We see this foundational approach as integral to creating trusting and long-lasting relationships with our clients, as it is one of many ways we fulfill our fiduciary responsibility to you.
We want to be your trusted advisor, partnering with you on your journey toward financial clarity, prosperity, and overall well-being.
Jen Means, CFP, Advisor
Life Strategy
We believe your well-being and emotions are an essential part of financial success, so we help guide your financial journey based on your unique definition of success.
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Financial Education
Being an informed investor is a key aspect to being a successful investor. Together we inform you to help minimize market noise and make sound financial decisions.
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Cash Flow Strategy
The main elements of any customized financial plan are current and future cash flow projections. We help you measure and find potential gaps between your financial plan and where you are now.
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Investment Strategy
Create your investment goals and learn what types of savings and investments you need to incorporate into your financial plan based on your age, financial situation, risk tolerance and tax implications.
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Financial Freedom
Wise planning and years of persistence are required to reach a comfortable, fulfilling retirement. We help you manage the lifetime responsibility of managing your retirement.
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Tax Planning
Ensure your family’s financial security and the assets legacies that you’ve worked hard to build over your lifetime.
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Estate Planning
Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.
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Insurance Planning
Insurance planning is a vital part of evaluating your potential risks and exposure to a chance misfortune or major life event.
Learn moreOur Definition of Success
At TCI, we know that success is a wholly individualized experience, one that can’t be templated or applied to all clients. We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.
The Client Experience
1
first, we listen.
We begin with a discovery process that will help clarify your vision, goals and objectives.
2
we create a plan.
In partnership with you, we create a cohesive and transparent plan that will help you achieve your aspirations.
3
we commit, implement & coordinate.
Once we mutually commit to one another, we implement your plan and coordinate our strategy with your team of outside estate, tax, and insurance professionals.
4
we communicate, monitor & adjust
Throughout our relationship, we communicate regularly with you and your outside team of professionals. We continually monitor the components of your plan to ensure that they are effective and relevant in helping you achieve your lifetime goals. We make adjustments to your plan as necessary to match your evolving lifestyle and vision.
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