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Our
Clients
Our clients are
individuals and families who lead busy lives and who don't
have the time or the expertise to do their own financial planning.
They seek the help of an advisor they trust.
Our clients desire
a proactive, on-going, hands-on relationship with their financial
advisor, rather than a relationship that is reactive, occasional
or hands-off.
Our clients value
a comprehensive, holistic, integrated approach to financial
planning.
Our clients recognize
that big goals can be achieved by making small changes consistently
over time.
Our clients value
having an open, honest relationship with their financial planner.
Our clients include
young, mid and late career professionals, employees, executives,
and small-business owners.
Many work for the
federal, state or local government and for cause or issue-oriented
non-profits.
Some have international
backgrounds.
All have worked
hard to accumulate what they have and to achieve success.
TFP also has expertise
in working with non-traditional couples.
Please
review Important Disclosure Information
set forth in this web site.
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