Our 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.

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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

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Life Strategy

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.

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Financial Education

Educated investors are the most successful investors. Partnering together, we will keep you informed to help you see through the noise of the marketplace to make wise financial decisions.

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Cash Flow Strategy

Current and future cash flow projections are an essential part of any customized financial plan and a vital step in measuring and finding potential gaps between where you want to be with your plan, versus where you are now.

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Investment Strategy

Discover your investment goals and what types of savings and investments best help you reach them, taking into consideration your age, timeline, financial situation, risk tolerance and tax implications.

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Financial Freedom

Achieving comfortable, fulfilling retirement is an extensive process that takes sound planning and years persistence.  Managing your retirement is an ongoing, lifetime responsibility.

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Tax Planning

We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and  preserving more of your wealth.

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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 any client’s potential risks and exposure to a chance misfortune or ill-timed life event.

Our 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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Let's talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

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