Client Login

Early Retirement

Early Retirement

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.

(Back to all case studies)

Check the background of this investment professional on FINRA’s BrokerCheck.

Check the background of this firm on FINRA's BrokerCheck.