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Wealth Management Page

TFB offers access to investment services through LPL Financial. It’s a smart strategy for the smaller investor just starting out, or the more seasoned investor with an interest in directing their investments. We offer access to 529 College Savings Plans with auto savings features, IRA’s, SIMPLE and SEP Retirement plans for small businesses, mutual funds, REITS, annuities, and insurance products. LPL Advisors will work with you to develop a thorough understanding of your goals, time horizon, and risk tolerance. Driven by your individual needs, our LPL Advisors will put together a customized portfolio design.

Our Process

  • Understand your short- and-long-term objectives
  • Develop and implement financial strategies
  • Help you monitor your portfolio
  • Make changes, as needed, to respond to the market movement and economic trends.
  • Manage accounts

Are you ready to start planning for the future? Our associates are ready to help!

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Wealth Management Disclaimer

Some securities are offered through LPL Financial,. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MA, CT, NY, TX, NC, OK, FL, MD, OR, PA.

 

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