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Spotlight: TFG Wealth Management

Plan smart. Retire well.

Are you wondering how, or when, you will retire? We at TFG Wealth Management are here to answer your most important retirement questions – and the ones that are most pertinent to your unique situation.

When planning to retire, you want an expert who will be able to guide you to a comfortable and enjoyable future. TFG Wealth Management develops a plan for you to use as a guide so you can reach retirement, including an income plan, asset plan, investment plan and qualified tax management plan.

“We specialize in working with retirees and pre-retirees to develop and implement financial strategies that provide financial security to and through retirement,” says Mark Fried, President.

Leave it in our hands. We take a step-by-step approach carefully devised to better help ensure your retirement goals are reached.

To make sure you’re on track to meet your financial goals, we will work with you to re-evaluate your plan, year after year.

Our services are designed to help you achieve your long-term financial goals.

First, we’ll begin with a thorough analysis of your current financial situation; we call this your ‘present position’. We’ll review your investments, tax return, debt, legal documents and much more! Using this information, we next build a model for your “picture perfect” financial future.

Our clients find this extremely empowering because it allows them to have a clear vision, often for the first time, to see where their money and planning is going to lead them.

Armed with a model of your current financial position and a clear picture of your financial future, TFG creates a custom integrated financial strategy that includes income planning, asset and investment management, a tax strategy, a healthcare plan and an estate plan.

CAUTION: A plan or strategy will do you no good unless it is implemented!

Contact us today to begin talking about your future at tfgwealth.com or 215-968-1755.

 PHOTO CAP:  Are you ready for RETIREMENT?

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