Meet Our Team
Special Care Planner
Chartered Financial Consultant & DI Specialist
Executive Assistant to Kevin Clasen
Today’s economic environment presents many crossroads requiring difficult decisions, perhaps none more important than decisions you make toward your financial future. At each crossroads comes opportunity and rewards for those that seek advice. Whatever crossroads you are facing TCG is there to help you decide which road to take.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our process allows us to get to know our clients beyond their finances. Over the three decades we have been serving clients many have become friends, sharing family events, bday parties, and sometimes just dinner out. We don’t just put clients first because we're required to, we do it because it’s the right thing to do.