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(877) 733-1859Financial Freedom
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 Freedom with TCI
True financial freedom means having control over your time and money. Whether you want to live comfortably, focus on your passions, spend more time with loved ones, or simply build financial security, everyone’s definition of freedom is unique. To reach that point, you need expert guidance and clear strategy. Our team specializes in financial freedom planning that aligns your goals with actionable steps. At TCI, we design personalized, goals-based plans that help you spend and save with intention—on your own terms.
Working towards financial freedom with TCI
For many, financial freedom planning begins with setting the milestones that matter most—like paying off debt, owning a home, or retiring. Managing that journey demands persistence and clear strategy. First, we help you assess where you are now and where you want to go. Then, together we build a roadmap to bridge that gap. Our team uses tailored tactics—cash flow management, investment planning, and estate coordination—to keep your plan realistic and aligned. For reliable guidance on contribution limits and retirement savings rules, check the IRS Retirement Topics: Contributions.
Define freedom for yourself
Everyone’s idea of freedom looks different. It’s a personal, specific vision shaped by your income goals, lifestyle, and timeline. By working with TCI, you can transform that vision into action. Our advisors clarify your objectives and create financial freedom planning strategies that bring them to life. As a result, you gain the structure and confidence to pursue what matters most.
Planning and persistence
When you begin working with a TCI advisor, we start by listening to your goals and values. From there, we build a plan that supports your long-term financial independence. After creating your comprehensive plan, we’ll help you implement it step by step. Through regular check-ins, we ensure your strategy adapts to life’s changes. At TCI, financial freedom planning isn’t a one-time event—it’s an ongoing partnership that keeps you in control of your future.
Why choose TCI to help you create financial freedom?
Sharing your vision of financial freedom with another person requires vulnerability and trust. You deserve a financial advisor who will understand your values and retirement goals. You also deserve a financial planning team who can provide clarity and warmth along with personalized expertise. We at TCI know you have a wide range of advisors to choose from, and we’re humbled to have you consider us for your financial needs.
A team approach
At TCI, we work as a team to ensure that your needs are met and that your strategy for financial freedom fits your wishes. Rather than sharing standard advice, our team gets to know your financial situation, goals, and values. We will work with your existing trusted advisors or leverage a wide network of estate attorneys, and tax experts, to ensure all facets of your life are supported.
A fee-only firm
TCI Wealth Advisors is 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 help you achieve financial freedom through financial planning 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.
Read more Financial Freedom Insights on our blog:
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The Power of Compounding: How Small Steps Changed My Life
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Talk to us
Contact us to begin the process of your customized financial plan.
All Services
Retirement Planning
Retirement planning is about achieving financial freedom–having the ability to spend your time and money as you like. At TCI Wealth Advisors, our goal is to help ensure that your assets align with your definition of a purpose-filled life.
Investment Management
Our investment management approach is all about you. At TCI, we answer your questions, identify your risk tolerances and discuss what’s best for your unique situation. It’s a partnership based on education, communication and trust.
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.
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.
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.
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.
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.
Tax Planning
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
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.
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.
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