Our Practice

The Financial Group, Inc. (TFG), established in 1985, believes that most people can benefit from financial planning* for the management of their financial affairs. Proper planning dictates a complete review of a client's assets, benefit programs, insurance plans, potential income and estate taxes, wills, trust agreements, and business interests**. Also, it is important that we base our review upon the client's unique objectives. TFG serves a wide variety of clients -- professionals, executives and business owners. The common denominator shared by our clients is a degree of financial success and a recognition of the need to pull together different aspects of their financial situation into a well - coordinated planning process. Time is often their scarcest commodity. We work with you to develop a written plan designed to build capital, increase income from existing assets, reduce taxes and minimize estate taxes. With this financial blue-print, you can tie the loose ends together, define your goals and put specific plans into action.

**We do not provide specific tax or legal advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.