Financial Planning and Investment Solutions for Austin and Beyond

• TCG Advisors specializes in helping people create their own financial mindset through financial planning, investment management, and creating a long-term plan to meet their financial goals.
• We have no required minimum investment balances to become a client.  We pride ourselves in our ability to give everyone a first-class experience, regardless of their personal net worth.
• We are a Fee-only firm, and don’t earn commissions on any of our services. In fact, we earn no trails, kickbacks, or referral fees of any kind. We’re structured so we do better when our clients do better.
• We are a team of registered investment advisors and operate as fiduciaries. As a fiduciary, we have a legal obligation to always put your best interests ahead of ours.  Plus, it’s the right thing to do!
• We also have solutions for tax, estate planning, and legal professionals to consult you on all areas of your financial life, along with your Wealth Advisor. Our goal is to have a one-stop shop for all of your financial needs in your life. If you already have existing relationships, we also work with other professionals outside of TCG Advisors.

• According to Vanguard’s report, a good fit advisor can add as much as 3% more to your annual returns.

• Financial advisors analyze your assets, income, and expenses, and make recommendations to optimize your finances today while also creating a plan to help achieve your goals later in life. These goals can include college planning, retirement planning, investments, tax optimization, insurance, estate planning, business planning, and more.
• Equally as important, they are someone you can call whenever financial situations arise in your life. They are there to support you in the ups and downs, and if they don’t have an immediate answer to your question they are well connected and can find someone who can.

Having a fiduciary responsibility means you are legally required to put a client’s interests ahead of your own and make the best recommendation for their situation. Unlike the fiduciary responsibility, the suitability standard means you only have to make a recommendation that is suitable for a client’s situation – not necessarily the best. CFP® professionals are held to a fiduciary responsibility.

A CERTIFIED FINANCIAL PLANNER™ professional has had extensive training in investments, tax planning, retirement planning, risk management (insurance), estate planning, and more while adhering to the CFP Board’s ethical standards and meeting certain experience requirements. They are held to a fiduciary standard for their clients and make recommendations based on a client’s entire financial life, not just investment recommendations.