Wealth Management
that grows & protects what you’ve built
How TFG Manages Wealth
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Clear & Streamlined
We design plans you’ll actually understand with a straightforward structure. The sophistication is in the automation.
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Optimization
Contributions, rebalancing, and tax maintenance run quietly in the background, so you stay on track while you live your life.
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Risk + Goals
Understand how much risk you need to take to reach your particular goals, and we’ll help minimize it as much as possible.
Growing your net worth is the first step. Keeping more of it is the next.
Reduce your avoidable risk by forecasting different scenarios and navigating taxes intelligently. We’ll help you create a system that is built to last, designed around your goals with no commissions or unnecessary add-ons.
Protect
What’s Yours
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Simplified Portfolio
Long-term, low-fee, tax-smart, and easy-to-understand wealth management that gives you peace of mind and freedom.
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Tax-Aware Investing
Tax-loss harvesting, direct indexing (when appropriate), and tax-sensitive rebalancing.
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Cash Management
Emergency buffers, yield on idle cash, and automated contribution rhythms.
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Beneficiaries & Titling
Clear designations, account titling, and planning tools that prevent costly surprises.
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Estate & Legacy Coordination
Strategically approach wills, trusts, gifting, and charitable strategy.
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Risk Review & Mitigation
We’re happy to answer questions about insurance and protection of your plan.
“My experience has been nothing short of phenomenal with those at TFG. A solid group who has your best interest at heart and are quick to respond when needed.”
TFG Client Testimonial
“Great people working here. My portfolio has had consistent upward growth since joining TFG.”
TFG Client Testimonial
Wealth built in Louisiana should stay in Louisiana
Start systemizing your wealth’s growth potential and shield by submitting the form below to connect with TFG today!