REALIZE YOUR DREAMS

Your dreams are unique. Your plans to reach them should be too.

WHO WE ARE

We partner with you to provide a personalized approach to life and wealth management decisions. Perhaps you have the next 25 years mapped out. Perhaps you’re in a transition period. Perhaps you’re just starting to plan. We can help. How big are your dreams?

UNDERSTAND YOUR GOALS

There are many financial tools that calculate how much you need. We start with what you want. We then use a unique, multistage discovery process to unlock the circumstances that affect your money and life. What’s next?

CREATE YOUR PLAN

Our team is dedicated to your success. We want to see you reach your goals. It’s all about developing an understanding of what you want from life and how we can help you plan your journey. Who’s helping you?

ACHIEVE PEACE OF MIND

We offer a variety of services to meet your needs. Our team can help you with financial & estate planning, wealth & asset management, portfolio design, risk analysis, and tax services. Take the first step now. Ready to start?

WHAT WE BELIEVE

TFG Advisors helps you factor the “what if” into real-life financial plans. Our process is unique, combining life planning tools with solid investment strategies so your investment decisions align with your goals. Our focus will always be on fulfilling your goals, rather than on new financial products or short-term investment performance.

Take control of your financial life journey.

Together, we identify your expectations and aspirations, which we will use to anchor your financial life plan and make sure we can provide substantial value to you.

Starting with our very first discovery meeting, our goal is to listen carefully and provide feedback. We want you to be comfortable with every step of the process.

We create a customized strategy for your financial well-being, and review it carefully with you to be sure it meets your expectations.

Regular progress meetings help us adjust and refine your plan together as your circumstances require.

Candid Assessment

Clear Communication

CUstomized Strategies

Committed to Your Well-Being

CHARITIES WE SUPPORT

Like a fine orchestra, each person at TFG Advisors is committed to delivering a quality experience. It’s all about communication — which means developing an understanding of what you want from life so we can help you reach your goals.

Our team at TFG Advisors has been providing our distinctive approach to wealth management services for more than three decades. We’re an independent firm that offers a full range of financial and life planning resources and expertise under one roof. To read more about our team members, click on their names.

George M. Barnhart

Owner / Managing Member

Director of Operations and Marketing

Terry J. Hirsch

Owner / Managing Member

Director of Financial Planning

Paul D. Reile

Owner / Managing Member

Director of Investments

Timothy P. Atkinson

Chief Compliance Officer / Advisor

Rebecca M. Carpenter

Senior Client Service Specialist

Jessica L. Cline

Client Service Specialist

ANDREW P. NOTTMEIER

Client Service Specialist

THOMAS P. WILLIAMS

Client Service Specialist

HOW WE CAN HELP

TFG Advisors:
Your Total Financial Guide to life's journey.

Wouldn’t it be nice to have an array of your financial needs met in one location? TFG Advisors is ready to provide a range of services, including wealth management, portfolio design and analysis, tax services, risk management, and estate planning.

Our team will meet with you for a series of in-depth, personal interviews to discover the values, dreams, and goals that matter most to you. Then we explore together how to integrate your unique circumstances and life decisions into customized wealth building and wealth protecting strategies. From this vantage point, we recommend the ideal combination of services to help you make the wisest decisions with your money and your life.

When you’re ready, we can help.

Financial & Life Planning

Portfolio Design & Analysis

Wealth & Asset Management

Risk & Estate Analysis

Tax Services

CLIENT STORIES

In this fast-paced world, few firms take the time to explain the nuances of financial management — or to consider a client’s personal well-being. We feel that, like any good relationship, communication is key.

Using gifting techniques to transfer living legacies to younger generations can be a smart tax strategy and a rewarding way to see your legacy dreams realized during your lifetime. But your beneficiaries could be at a disadvantage without the financial and life planning knowledge to redeploy those assets. Feeling both grateful and overwhelmed, a younger couple reached out to TFG Advisors to find strategies on how to best incorporate just such a gift. Some assets were sold to address their immediate expenses; others were retained for opportunities for future growth. This multi-generational planning benefited the entire family, providing significant peace of mind.

After two decades spent raising a burgeoning family, our client found herself suddenly single in a nearly empty nest. Though excellent counsel had kept her financially stable, she wanted to better understand the basics of financial management in order to evaluate viable opportunities to fulfill the next phase of her life. By incorporating modular financial and life planning services with an educational focus, TFG Advisors designed a wealth management program to meet her specific needs. Our client has since become a successful entrepreneur with a new sense of pride and purpose.

It’s not uncommon to find the transition into retirement to be a challenge emotionally, physically, and financially — especially when you haven’t defined your aspirations about life after work. Within months of retiring from a long and successful automotive career, an unexpected illness struck one of our clients. TFG Advisors initiated an emergency meeting to rally around the family. Our extensive experience in investment and estate planning helped them navigate their options in the face of diminished resources. Through the strategic use of personal assets and available assistance programs, the family continues to maintain a happy and healthy financial life.

Healthier lifestyles and improved mortality are bringing home a new reality: Millions of people are caring for an aging parent. A midlife couple contacted TFG Advisors when her mother needed to move in with them. The mother had worked hard her entire life but she was not a wealthy woman. Our team of skilled professionals recognized that this dynamic new family needed to be treated as a unit. Working with each person, we addressed the financial and tax consequences of their new situation, which left more time for the family to focus on each other.

Due in part to uncertainties facing the industry, our client felt that his career in healthcare management had lasted long enough — long before he became eligible for his full pension. TFG Advisors gave the client the space and place to formulate a plan that would let him comfortably retire, years sooner than he had originally planned. By combining tax and cash flow strategies with life planning and asset allocation, our client is now the proud CEO of his own life.

Many people defer their dreams until retirement. Our client, a high-ranking corporate veteran, decided not to wait. She wanted to put the spreadsheets behind her and move to a new career as an artist. TFG Advisors worked with her to identify her dreams and to uncover ways to finance them. Her plan was well-founded. She is flourishing as an illustrator of children’s books. You might say we helped her move from Inc. to ink, and she couldn’t be happier.

CLIENT STORIES

In this fast-paced world, few firms take the time to explain the nuances of financial management — or to consider a client’s personal well-being. We feel that, like any good relationship, communication is key.

Using gifting techniques to transfer living legacies to younger generations can be a smart tax strategy and a rewarding way to see your legacy dreams realized during your lifetime. But your beneficiaries could be at a disadvantage without the financial and life planning knowledge to redeploy those assets. Feeling both grateful and overwhelmed, a younger couple reached out to TFG Advisors to find strategies on how to best incorporate just such a gift. Some assets were sold to address their immediate expenses; others were retained for opportunities for future growth. This multi-generational planning benefited the entire family, providing significant peace of mind.

After two decades spent raising a burgeoning family, our client found herself suddenly single in a nearly empty nest. Though excellent counsel had kept her financially stable, she wanted to better understand the basics of financial management in order to evaluate viable opportunities to fulfill the next phase of her life. By incorporating modular financial and life planning services with an educational focus, TFG Advisors designed a wealth management program to meet her specific needs. Our client has since become a successful entrepreneur with a new sense of pride and purpose.

It’s not uncommon to find the transition into retirement to be a challenge emotionally, physically, and financially — especially when you haven’t defined your aspirations about life after work. Within months of retiring from a long and successful automotive career, an unexpected illness struck one of our clients. TFG Advisors initiated an emergency meeting to rally around the family. Our extensive experience in investment and estate planning helped them navigate their options in the face of diminished resources. Through the strategic use of personal assets and available assistance programs, the family continues to maintain a happy and healthy financial life.

Healthier lifestyles and improved mortality are bringing home a new reality: Millions of people are caring for an aging parent. A midlife couple contacted TFG Advisors when her mother needed to move in with them. The mother had worked hard her entire life but she was not a wealthy woman. Our team of skilled professionals recognized that this dynamic new family needed to be treated as a unit. Working with each person, we addressed the financial and tax consequences of their new situation, which left more time for the family to focus on each other.

Due in part to uncertainties facing the industry, our client felt that his career in healthcare management had lasted long enough — long before he became eligible for his full pension. TFG Advisors gave the client the space and place to formulate a plan that would let him comfortably retire, years sooner than he had originally planned. By combining tax and cash flow strategies with life planning and asset allocation, our client is now the proud CEO of his own life.

Many people defer their dreams until retirement. Our client, a high-ranking corporate veteran, decided not to wait. She wanted to put the spreadsheets behind her and move to a new career as an artist. TFG Advisors worked with her to identify her dreams and to uncover ways to finance them. Her plan was well-founded. She is flourishing as an illustrator of children’s books. You might say we helped her move from Inc. to ink, and she couldn’t be happier.

CONTACT US

advisors@tfg-advisors.com

(248) 724-0090

(248) 377-0988

Office Hours:

Monday – Friday

8 AM – 4:30 PM

Auburn Hills Location (Main):

3121 University Drive

Suite 100

Auburn Hills, MI 48326

Ann Arbor Location:

900 Victors Way

Suite 110

Ann Arbor, MI 48108

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GET IN TOUCH

Have questions about the business or our services? Send us a message to set up a free consultation.