When you plan smart, you retire well
With the markets in turmoil, you need to ask yourself, “Am I with the right financial advisor?”
Maybe you have never worked with a financial professional before, now is the time for good advice. TFG Wealth Management serves the Greater Bucks County region providing advice about how to manage your money and create a roadmap for financial success.
Lisa Odoski, FPQP (Financial Paraplanner Qualified Professional), is one part of our team who represents financial services in a dynamic way. A true supporter of financial protection for women and an inspiration for women leadership in business, Lisa brings 25 years of experience to a rapidly changing and competitive industry.
Lisa is dedicated to helping women protect and preserve their lifestyle by developing life plans that promote physical, emotional and financial wellbeing.
At TFG Wealth Management, Inc., you gain a professional Financial Advisor who understands how the financial world is evolving and can advise you on the moves you need to make to ensure a healthy future.
Each financial situation is different – and when you entrust someone to help you invest for your future, you expect someone who will not only listen, but understand your unique goals and needs.
Lisa specializes in a unique background and is eager to help women and others who are seeking a plan for retirement.
“My mission is to empower women to enjoy their journey of life to and through retirement,” says Lisa. “I believe so strongly that a woman’s voice and woman’s perspective is such an important and necessary part of the process. Financial empowerment is attainable at any age.”
It’s never too late (…or early!) to begin planning for your financial future.
To fully prepare for a successful retirement, you’ll need someone
Contact TFG Wealth Management, Inc. today to schedule your personal wellness and financial consultation.
Located at 642 Newtown Yardley Road, Suite 115.
Call 866-296-8156 or visit TFGWealth.com for more info.
PHOTO CAP: PLAN SMART RETIRE WELL