More Sharing ServicesShare | Share on email Share on print
TFG Financial, LLC

Welcome to TFG Financial

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, TFG Financial, LLC has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition. 

 

Tim C. FitzGerald, MSFS, AEP®; David Q. Kendrick, LUTCF; and Jerry H. Lorey, LUTCF are agents licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state(s) of AR, LA & TX. No insurance business may be conducted outside these state(s) referenced. Tim Fitzgerald AR Ins. Lic. #33049, David Kendrick AR Ins. Lic. #262928.
 
Tim C. FitzGerald, MSFS, AEP®; David Q. Kendrick, LUTCF;  and Jerry H. Lorey, LUTCF are Registered Representatives of and offers securities products & services through NYLIFE Securities, LLC Shreveport General Office, 401 Edwards Street, Suite 1700, Shreveport, LA 71101, (318) 222-4143 Member FINRA/SIPC, a registered broker-dealer.  In this regard this communication is strictly intended for individuals residing in the state(s) of AR, LA & TX.  No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
Tim C. FitzGerald, MSFS, AEP® and David Q. Kendrick, LUTCF are also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of AR, TX & LA.  As such, these services are strictly intended for individuals residing in the specific state(s) referenced.
 
TFG Financial, LLC is not owned or operated by Eagle Strategies LLC, a Registered Investment Adviser or NYLIFE Securites LLC or any of their affiliates.


 

 

 

 
Account Access

View Your Personal Accounts



Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

More Newsletters →