Why hire an advisor?

To avoid making costly mistakes.

To effectively shelter wealth from excessive taxation.

To manage financial risks.

For the confidence to buy when others sell.

For the peace of mind that comes with having a plan.

To efficiently transfer your wealth to loved ones.

TGS Financial Advisors helps successful families build, maintain and preserve lifetime wealth.

Year-End Financial Planning

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Who We Serve

We believe in long-term commitments. Our founders still work with families that they met early in their careers, and in some cases TGS engages with three generations of the same family. Some of our most rewarding work lies in helping successful families to preserve wealth for their children and grandchildren. Learn more about who we serve, and how we can serve you.

David A. Burd, CFP®
Managing Director, Chief Compliance Officer
James S. Hemphill, CFP®, CIMA®, CPWA®

REQUEST A FREE CONSULT: 1-800-525-4075