Circle of Services

Circle of Services Graphic

If you’ll notice in picture, the man is in the middle of our “Circle of Services”, this is our typical client. You’ll notice it's getting dark outside and he’s still on the phone taking care of issues that have come up in his business. But, out here in the peripheral of the circle, he’s got all these personal and employee issues he needs to deal with, whether he has time to or not. He may even have several people calling on him for these services. Here at TFG Financial, we can take as many of these issues off of our clients shoulders as they would like us to.

The first step in getting started would be for us to go through a thorough fact finding process with you to understand your goals and objectives. Then, we will come back and educate you on ways to meet these goals. We feel that if we educate our clients thoroughly, we have empowered them to make their own decisions.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

*Tim C. FitzGerald, MSFS, AEP® member agent of The Nautilus Group®, a service of New York Life Insurance Company.

**Tim C. FitzGerald, MSFS, AEP ® and R. Matthew Hudnall, MBA Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Tim C. FitzGerald, MSFS, AEP®, AR Insurance Lic. #33049 and R. Matthew Hudnall, AR Insurance Lic. #413955 Registered Representatives offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 1754 E. 70th Street, Shreveport, LA 71105 (318) 424-1116. TFG Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates. TFG Financial, LLC as well as NYLIFE Securities LLC and any affiliates do not offer tax, legal or accounting advice.

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