A philosophy of preserving wealth

At the TFG Financial Advisory Team, we consider ourselves to be in the business of building fortresses, metaphorically speaking – in other words, putting up walls to help preserve our clients’ assets from the volatility of the world outside. In doing so, our goal is to lessen the impact of market swings and taxes, and balance our clients’ long-term growth objectives with their short-term needs.

After assisting our clients in defining what is most important to them and their families, our priority is to build a stable financial structure to aid them in reaching these objectives and to put them in a confident position for moving forward. To this end, we employ a protective strategy that includes both an active investment approach and a defined selling discipline.

The essence of investment management is the management of risks, not the management of returns.

– Benjamin Graham, The Intelligent Investor

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