TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life.
This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.
There are many things we can help you plan: for example, constructing a bond ladder to supply your annual cash needs, or converting an IRA to a Roth in a low tax year. And then there are things you must simply react to: the death of a spouse, a sudden inheritance, historically low mortgage rates, to name a few. Therese's job is to help you plan for the knowns and deal with the unknowns when they come. The goal is to see you retired: informed, prepared, and confident.