Financial Planning

As a client-focused financial services leader, TPS Financial strives to provide the highest level of financial planning and wealth management services available. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Your Goals and Objectives

Clearly defining your long and short terms goals is essential and we’re here to help you define your financial goals such as planning for your retirement, buying a vacation home, saving for your children’s education, or making sure you’ll have enough for your child’s dream wedding.  You talk and we’ll listen so that we understand your needs and concerns.   Your portfolio should stand on a solid foundation taking into account your goals, timelines, and your tolerance for risk.

Customized Financial Plan

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We are also able to help you execute a sound customized financial program utilizing a team approach and a breadth of product and services choices. We have access to local, regional and national support resources to provide the highest quality service possible.

  • Bank Accounts
  • Retirement Accounts
  • Investment Accounts
  • Life Insurance Policies
  • Real Estate
  • Other Valuables
  • Succession Plan for Your Business
  • Trusts

There is much personal value in knowing that your loved ones won’t face an administrative nightmare when you‘re gone.

It may take some time and careful planning but getting your estate plan in order can provide confidence you have taken care of your affairs.

Through our network of relationships, we can provide you access to investment management services, mutual funds, and financial products from an abundant list of investment and insurance companies.

Investment Products & Services

Fixed-Income Investments

  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Municipal and Government Bonds
  • Money Markets
  • Certificates of Deposit

Equity Investments

  • Mutual Funds (growth-oriented)
  • Large Cap Growth/Value Funds
  • Small/Mid Cap Growth/Value Funds
  • International Equity Funds
  • Asset Allocation Funds
  • Sector Funds
  • Exchange-Traded Funds (ETFs)
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks

Retirement/Education Planning

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • 401(k) Plans
  • 403(b)(1) Plans
  • 403(b)(7) Plans (non-contributory)
  • Pension Plans
  • Profit-Sharing Plans
  • 457 Plans
  • Keoghs
  • Coverdell Education Savings Accounts
  • 529 Plans

Investment Accounts (Traditional Brokerage)

Investment Advisory Programs

Investments are subject to market risks, will fluctuate, and may lose value.

Goals – Advice – Planning – Solutions