About Total Financial Resource Group, Inc.

Total Financial Resource Group, Inc. (TFRG) was founded in 2000 upon the principle of serving the client’s best interests with the understanding that we are successful only when our clients succeed. We developed our comprehensive Family Wealth Management Planning™ process with this simple philosophy in mind.

TFRG is an organization of planning professionals who specialize in identifying and resolving complex estate, business transfer, retirement, and investment problems. Specifically, we look at all areas of your financial life and pull them together in a cross-disciplinary manner to most effectively meet your financial security and asset preservation needs and objectives. Our number one goal is to assist our clients in retaining and safeguarding the personal financial independence they have worked so hard to attain.