FINANCIAL PLANNING
PERSONAL CFO
As your personal CFO, our goal is to help you with all of your financial affairs. We listen to your goals and objectives, and then design a roadmap to get you where you want to be.
As part of our ongoing Wealth Management services, we continue on to guide you step-by-step along the journey to financial independence.
When your life changes, and your goals change, we will be there to modify your plan to you right on track.
FINANCIAL PLANNING & INVESTMENTS
The great economist and author of the Invisible Hand, Adam Smith said, “If you don’t know who you are, investing is a very expensive way to find out.”
That is why TRG makes sure we understand our client’s personal risk tolerance before developing an investment strategy.
Once we have identified the proper risk-reward balance, TRG will develop a customized and properly diversified portfolio.
COMMON QUESTIONS
We understand that there is a lot more to your financial affairs than your investment portfolio. At TRG we are there to assist you with your daily financial decisions. Some of the common questions we assist our client’s with include:
- Understanding your income taxes and basic strategies to minimize your taxes
- How does the new tax bill impact you
- Pros and cons of paying off your mortgage early
- Is buying a second home a good idea
- Developing a reasonable budget
- Should you buy or lease your car
- Are your documents and estate planning affairs in order