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Suddenly Single

Suddenly Single

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.

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