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Financial Planning & Investment Management

Are you financially prepared for your future? Financial planning is about making sure that everything you have –investments, retirement plans, insurance, and estate plans – are working to help you meet your life goals.


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We believe a smart investment management plan begins with a comprehensive Financial Plan. Knowing where you are is key to planning where you need to be – whether it’s planning for college, retirement, or a major purchase. At TFB Wealth Management Services, our financial planners evaluate all aspects of your finances, including your investments, debt, insurance, cash flow, taxes and estate plan. This process uncovers areas of opportunity from which to establish long-term goals, and a plan to achieve them.

We believe the primary driver of an investment portfolio’s performance is asset allocation and diversification. Once we understand your personal needs and goals, we formulate a strategy and design an asset allocation plan that aligns with your investment objective, income needs, time horizon, and risk tolerance. But it doesn’t stop there – we continually monitor and rebalance your portfolio as market conditions change and your needs evolve, so the mix of assets in your account remains consistent with your objectives.

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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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