Life Strategy

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

Doug Nelson, CPA, PFS, Advisor

Life Strategy Services With TCI Wealth Advisors

Your finances impact every other important facet in your life: career, family, health, retirement, future goals, and more. To create the life that you want, you need a trusted advisor by your side who will understand your personal definitions of well-being and success.

Without that understanding, your financial life plan will fall short of its potential. That’s why TCI takes the time to understand your values and motivations to create a comprehensive life strategy that works for you.

A life strategy crafted for you

We can help you live the life that you want with a customized, thorough life strategy that guides and advises your financial plan. To create this life strategy, we first need to know what matters to you most. Then, we can build a life strategy that you’re happy with — together.

 

A strategy designed just for you

 

Our partnership and goals-based financial planning services always begin with a discovery phase. We listen and learn about you: your objectives, goals, values and vision for the future. Then, we’ll work with you to create a complete life strategy that will help you make that vision a reality. Your life strategy plan will likely include your wishes for your legacy, your desired lifestyle in retirement, goals of business succession, or hopes for charitable gifting. Your life strategy plan will guide all aspects of your financial plan including estate planning, tax planning, investment strategy, and cash flow strategy.

 

Committed to your life plan

 

Once we coordinate and implement your life strategy, we ensure that you’re happy with its progress with continued communication and careful monitoring. As your vision and goals change over time, we’ll make the necessary adjustments so that you are living a purpose-filled life.

At TCI, our top priority is helping you live the life that you want. By listening to and learning about you throughout our relationship, we will help align your finances with your life goals.

Why choose TCI for your life strategy?

Allowing a wealth advisor to craft a life strategy for your finances requires trust and vulnerability. You deserve an advisor who understands that life and money aren’t separable. You also deserve a team that respects and understands your unique needs and life goals.

That’s why we offer life strategy services with warmth and clarity, always guided by professional advice.

 

A team approach

 

At TCI, we work as a team to ensure that your needs are met and that your life strategy fits your wishes. Rather than sharing standard advice, our team gets to know your financial situation, goals, and needs. We also work with your existing trusted advisors or we can leverage a wide network of estate attorneys, tax experts, and more to ensure all facets of your life are supported.

 

A fee-only firm

 

We are 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 our life strategy services and other financial planning services we offer, 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.

Talk to us

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.

arrow icon
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.

arrow icon
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.

arrow icon
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.

arrow icon
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.

arrow icon
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.

arrow icon
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.

arrow icon
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.

arrow icon
Contact Headshot Image

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

Your Name

Phone Number

Email Address

Zip Code