Take
financial planning
investing
financial freedom
creating a plan
managing wealth
off your someday list
financial planning
investing
financial freedom
creating a plan
managing wealth
We offer fee-based investment and retirement planning solutions for individuals and organizations
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FINANCIAL SOLUTIONS
We give you the Power to Outperform
From planning for the big moments in your personal life to helping your organization take the next financial step, our financial solutions are designed to give you peace of mind and get ready for tomorrow.
Solutions For Employees
Thinking about participating in your employer’s retirement plan? We’ll help you choose the best plan that can help you save for retirement while enjoying considerable tax savings.
Solutions For Employers
Take care of your staff and organization with retirement and financial wellness plans focused on their growth. We’ll provide financial education so no staff member ever feels lost again.
Personal Wealth Management
TCG is the fiduciary partner you need by your side to help with the ever-changing aspects of your financial journey. You define where you want to go and our financial advisors will help you get there.
Institutional Advisory
Spend less time worrying about managing your institution’s finances and more time on running a successful organization. We’ll be your full time CFO to relieve administrative burdens.
States
Our team of CFAs, CFP®s, and professional advisors come together to support your financial goals wherever you call home.
Institutional Plans
Public and private employers trust us to impact the financial health of their communities and their staff.
Assets Under Management
For us, every cent matters because we treat our clients as members of our extended family.
Plan Participants
We’re proud to impact the financial lives of communities nationwide.
Financial Stress is real and we are here to fight it.
At TCG, we’re on a mission to improve the financial literacy and financial health of our communities.
Our financial advisors are here to help you spend less time worrying about your money so you can focus on making memories with your loved ones.
Customized solutions to meet your unique financial goals
Retirement Plans
Provide your staff a retirement plan that puts them first. We’ll handle compliance and logistics.
Workplace Financial Wellness
Your employees need support in their financial journey. Equip them with the tools they need for financial independence.
Investment Advisory
Diversify your portfolio with access to investment portfolios not available to everyday investors.
Wealth Management
Our team of financial advisors can help design a plan to meet your financial goals.
Estate Planning
You’ve worked hard to get to where you are. We’ll help you make sure everything is in order to take care of your loved ones.
Consulting
We provide consulting services for organizations and individuals to help you achieve success.
Blog
Financial Resources
Check out our thoughts and insights written by our team of advisors. Be sure to follow our new podcast featuring biweekly episodes!
Three small steps to help you enter retirement debt free
Written By: Edgar Ortiz During our lives, we encounter different cycles of debt depending on our current situation. Most people don’t think of retirement and debt until it is too late. The goal of entering retirement is to go with as little debt as possible. Below are 3 simple steps to help you reach your goal of reducing your debt before...
The Best Thing You Can Do for Your Personal Finances
Written By: John Folwer, CFP® You won’t believe it... It’s a beautiful Wednesday afternoon and I’m driving down the highway towards Dallas. I’m listening to music in the car and rolling down the...
How to Prepare for Tax and Estate Planning Changes
Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an...