Financial 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 the ability to spend your time and money as you like. Whether you want to live comfortably, devote more time and resources to your passions, spend more time with loved ones, or simply have secure finances, everyone’s definition of “financial freedom” is unique.

To get to the point of financial freedom, however, you need expert guidance and cohesive financial strategies that work in tandem to move you toward your goals. That’s what we offer at TCI: a goals-based comprehensive plan that is customized to help you spend your time and money on your own terms.

Working towards financial freedom with TCI

For many, financial freedom is a milestone often associated with retirement. Managing your roadmap to retirement and financial freedom is a lifelong responsibility that takes dedication and careful planning. Of course, the first step on any journey is finding out where you are on the map. From there, we can help you create a plan to get you to the final destination.

With our customized financial planning services, including cash flow strategy, investment planning, and estate planning, we’ll help you craft an extensive and thorough plan that feels right for you. Best of all, it will be rooted in reality and based on your goals — not someone else’s.

 

Define freedom for yourself

 

The idea of financial freedom is unique to each person. It’s a personal, specific vision that outlines your income goal, ideal lifestyle, and retirement age. The sooner you define your dreams, the sooner you can create an actionable plan that takes steps towards achieving it. TCI can help you clarify your dream of financial freedom and set you on the best path towards achieving your life objectives.

 

Planning and persistence

 

When you begin working with a TCI advisor, we’ll listen and learn about your vision, goals, and objectives. After creating a comprehensive financial plan, we’ll implement your plan so you can begin working towards your financial freedom today. We’ll check in with you regularly to ensure that your plan reflects any changes in lifestyle, needs, or goals. TCI is committed to your personal financial journey, and we’ll be there with you every step of the way.

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.

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Contact us to begin the process of your customized financial plan.

All Services

Life Strategy Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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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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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