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.

TFG Advisors Case Studies

Early Retirement

Due in part to uncertainties facing the industry, our client felt his career in healthcare management had lasted long enough — long before he became eligible for his full pension. (Read more)

Suddenly Single

After two decades spent raising a burgeoning family, our client found herself suddenly single in a nearly empty nest. (Read more)

A “Normal” Retirement

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. (Read more)

Multigenerational Family Planning

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. (Read more)

Caring for Mom

Healthier lifestyles and improved mortality are bringing home a new reality: Millions of people are caring for an aging parent. (Read more)

Changing Professions

Many people defer their dreams until retirement. Our client, a high-ranking corporate veteran, decided not to wait. (Read more)


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