Financial Education

When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority."

Doug Nelson, CPA, PFS, Advisor

Financial Education from TCI’s Experienced Wealth Advisors

At TCI Wealth Advisors, we know that educated investors are the most successful investors. With ongoing financial education and support, our team of wealth advisors will help you cut through the noise of the marketplace to make wise financial decisions and build confidence through education. Financial education is about making choices based on your well-being – not the amount of money you have in the bank.


What does this look like in action? Instead of jumping right into a complex financial plan, we lead with education. Based on your specific situation, financial background, and the questions you bring to the table, we’ll support you with resources, one-on-one sessions, and proactive, ongoing education.


We are committed to helping you understand your finances, investments and plan options because we know this is integral in creating trusting and long-lasting relationships. Financial education is also just one of many ways we fulfill our fiduciary responsibility to you.

Benefits of a financial education from TCI Wealth Advisors

As with any form of education, financial education is critical in helping you make informed decisions. Financial education specifically can help you understand, create, and maintain wealth. Studies show that people with an understanding of their finances feel more confident in their decisions, plan better for the future, and may even have more wealth than those without this education.


Confident financial decisions


We’ve also seen firsthand how a financial education can help people feel more empowered and confident with their money, and can guide them to make better financial decisions. This is why we always lead our client relationships and financial plans with education: because it helps you make advised decisions. Through the lens of education, our advisors help clients weigh different options and the impact of each of those for their financial future.


Clear investment strategies


Understanding long-term investing, embracing diversification, removing emotions from financial decisions: these are all components of an effective financial education. With a thorough understanding of your financial plan and the reasons for it, you’ll be better equipped to weather market volatility and downturns without worry. You’ll also have full transparency on our advisors’ suggestions and will feel qualified to apply or accept their recommendations based on your understanding.


Community-based benefits


There’s another benefit to financial education: it has ripple effects. When individuals are financially literate, they raise children who are also financially literate. This can create communities of people who understand basic financial principles which, in turn, can help create more financial stability and decrease credit card debt, predatory lending, and more.


Here at TCI Wealth Advisors, we know that a strong financial plan and expert wealth management are important in securing your financial future. But it all starts with education.

Our unique approach to financial education

As we’ve mentioned before, financial education is the first step of our client engagement. Our advisors will ask questions to see where you feel confident and educated with your finances, and where you might need more resources and support.


For many, this involves some education around investments and the stock market. For others, it may mean education regarding retirement accounts, contributions and tax strategies. Much of your financial education depends on your financial journey and goals, which is why we take the time to get to know you.


Through the TCI Foundation, we also partner with the 3rd Decade to offer a one-of-a-kind financial education program for young professionals.


TCI Foundation


This education program is meant for people in their late teens to early 30s, as we believe it is the most critical time for planning and maximizing future financial success. It’s also based on the principle that financial security is more about good money habits and decisions rather than how much you make. Classes are held twice a year, in the spring and fall. We highly recommend reviewing the application guidelines and submitting for early enrollment as space is limited and classes fill quickly. Plus, if you complete the program, you get $1,000 in your Roth IRA.

Why choose TCI as your wealth advisors?

We understand that you have a wide range of financial services at your disposal, and we are humbled to have you visiting our website. When choosing wealth advisors to help you establish a plan that guides your financial goals, it’s important to find a firm that offers expert advice, as well as a human touch.


A team approach


At TCI Wealth Advisors, we work as a team to ensure that your needs are met and that your financial education is thorough. This also means that we are highly adaptable to your financial situation: you’ll find someone on our team who can help you execute on your plan. From bookkeepers to lawyers to financial advisors, we have a wide network of experts.


A fee-only firm


TCI Wealth Advisors is also an independent, fee-only firm, which means that you’ll work with a dedicated team who know your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.


To learn more about how we support you through ongoing financial education and wealth management, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

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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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