Client Login

A “Normal” Retirement

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. 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.

(Back to all case studies)

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