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About

Our Company

TCG Planning is an action oriented firm that offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.  We do this in four ways:

  1. Educate you as to your alternatives so you may make your own informed decisions.
  2. Develop a long-term relationship with strict confidentiality that is focused on meeting your needs first.
  3. Develop a resource center to provide up-to-date information for your situation.
  4. Coordinate with your current representatives to create a team of experienced professionals working on your behalf.

Who Engages TCG

  1. Individuals, families, and business    owners who have not had the time, expertise, or inclination to manage their finances in times of uncertainty, new endeavors, or during important life events.
  2. People who are experiencing or have  experienced frustration with the services offered by traditional representatives  — i.e. no one else is doing the job for you.
  3. Those who want help in developing an intelligent strategy that includes:
    • Navigating life events such as Marriage, Birth of a Child, Divorce, Special Needs, Disability, Retirement, Business Succession Planning, and Death.
  4. Potentially maximize returns while avoiding unnecessary taxes and risks.
  5. Specific objectives: retirement income, children’s education, tax planning, etc.
  6. Crossroads: change of circumstances (retirement, recipients of significant inheritance, gift or sale proceeds, etc.)

Our Process

This is a general outline of our process. Since all client needs are treated as unique, this process is custom designed in each particular situation to create specific solutions for each client.