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TPS Financial

Personalized Wealth Management and Financial Planning

As a wealth management firm, our professional financial planners will guide you through the many complex financial strategies, tax issues, and decisions associated with managing your wealth.

FINANCIAL PLANNING

Our team of financial experts work with you to evaluate exactly what your needs are and develop a plan to achieve your goals.

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ASSET MANAGEMENT

A sound long-term asset allocation strategy is an important component of our personalized wealth management services.

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RISK MANAGEMENT

We design a plan to evaluate your current financial situation and help you determine the level of risk you are comfortable with.

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ESTATE PLANNING

Given its complexity, estate planning requires careful attention and an experienced team of financial professionals.

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RETIREMENT PLANNING

Our financial professionals provide counseling and unbiased investment advice for retirement planning and achieving financial goals.

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SAVING FOR EDUCATION

Saving for your child’s education requires careful consideration and planning without jeopardizing your retirement savings plan.

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OUR EDUCATORS

All of us at TPS Financial are invested in our clients’ confidence and security in knowing they are financially prepared for the future. Every one of our clients is valued, but we particularly recognize the hard-working educators who make up the backbone of our practice.  There is nothing more gratifying than following a teacher’s career, from their first classroom to their retirement and knowing my counsel and financial guidance has ensured theirs and their family’s future.

I would like thank all the teachers I have been associated with and congratulate them on their hard work and devotion to their students.

James Hughes
Founder – TPS Financial

Our Professionals

Slick Playground
JAMES HUGHES

FOUNDER & MANAGING PARTNER

DANIEL HOLDT

SENIOR PARTNER

JOSEPH PLOURDE

PARTNER

JOHN PERACCHIO

PARTNER

SCOTT C. KLEIN, CFP®

PARTNER

MAHUL J. BALAR, CFP®

PARTNER

LONG NGO

PARTNER

PAUL SANTOS

PARTNER

MICHAEL BASSETT

PARTNER

MICHAEL TANCORRA

PARTNER

JEFFREY TRAUSE

PARTNER

BRIAN TRAUSE

PARTNER

DANIELLE BYRD

PARTNER

JOHN ANDERSON

PARTNER

Free Yourself from the Complexity of Finances So
You Can Live Comfortably and Enjoy Life’s Journey

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