At TCFN, what really defines us is our culture of building relationships with our clients, helping our clients and advisors get connected to the resources they need, and collaboration between our advisors that serve the best interests of our clients. Our clients see us as their ‘total resource’ advisors which is what differentiates us in the marketplace.
Our professionals employ a fully integrated wealth management framework that is designed to provide a more complete view of your financial condition and potential issues. This approach is designed to lead to effective decisions in that each component of your financial situation is analyzed and evaluated. Together we then develop an objective, comprehensive and coordinated financial plan specifically designed to help pursue your needs and requirements. Our personalized approach helps ensure that we understand all aspects of your finances and implement what we have agreed to as being the appropriate solution strategies. The plan leads to solutions, rather than allowing the solutions to determine the plan. Financial Planning is offered through the professional of TCFN who are Advisory Representatives of Lincoln Financial Securities.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only should you find our team members knowledgeable, you should also discover that our staff truly cares about striving to realize your goals. As your Financial Professionals, we will do everything in our power to help keep you focused on where you want to go, advise you on strategies designed to get there, and continually remind you of the importance of maintaining a disciplined approach designed to realizing your dreams.
Our Guiding Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to you successfully making prudent decisions concerning your future financial condition. Our overwhelming goal is to provide objective and personlized solutions to those who entrust us with their financial lives. This was our founding principle and continues to guide us through all of our client interactions.
Comprehensive Financial Planning (offered through Advisory Representatives of Lincoln Financial Securities) – Our professionals work side by side with our clients to help pursue their financial goals. We have experienced advisors who can offer sound advice to our retail clients to address their retirement, education, business, estate and tax planning needs.
Insurance and Protection – As an independent broker, TCFN agents have access to over 40 well known insurance companies. Our clients can rest assured knowing that we provide products through well-known companies at competitive prices.
Investment and Risk Management (offered through Representatives of Lincoln Financial Securities) – Using a broad array of products and services, our clients have access to the sophisticated investment strategies they demand. Asset management solutions are tailored to fit client risk tolerances and objectives.