TGS Financial Advisors

OUR APPROACH

You have a lifetime to consider.
We plan to help you make the most of it.

Time is an ever-present, ever-changing element that must be considered at every step of a financial plan and at every stage of your life. That's why we created the Lifetime Wealth Management Process™, a comprehensive wealth planning strategy designed to help us put time on your side. Following this thorough, but efficient eight-step process, we'll help you navigate each stage of wealth – from accumulation to preservation – and back again, all the while taking our time to ensure we consider your financial life in full and giving you the freedom to live the lifetime you've worked so hard for.

The Mutual Interview

At our initial meeting, we explore whether there is a fit between your goals and our capabilities and if we would be comfortable working together.

The Asset Discovery Process

Using interviews, conducting document reviews and networking with your other professionals, we build a complete picture of your financial life.

The Lifetime Wealth Plan

Our written plan clarifies your goals; identifies strengths, weaknesses and opportunities; and provides a clear and detailed strategy to help you reach your goals.

The Implementation Process

We coordinate the consolidation of your investments, helping to simplify and clarify your finances. We work with your other advisors to put all the elements of your plan in place.

The Dynamic Contrarian
Portfolio Strategy

We use our proprietary asset allocation model to manage your portfolio on a discretionary basis. Our dynamic strategy adjusts to changes in market conditions, seeking always to prudently balance risk and reward.

The Annual Progress Report

Each year, we provide a written review of your portfolio's performance, your progress toward your goals and our specific suggestions for improving your financial situation. You then meet with your dedicated advisor to update your financial action plan for the next year.