Client Login

Changing Professions

Changing Professions

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.

(Back to all case studies)

 

Check the background of this firm on FINRA’s BrokerCheck.

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