TPS financial professionals have the experience, knowledge, tools, and services to help you create a customized plan for your retirement.  Achieving the right balance between saving for retirement, meeting other financial goals, and enjoying your life now is key. And we can help.

Identify Your Financial Goals

We help provide the professional guidance to identify your short, mid, and long- term financial objectives, even those you may not yet have considered. We’ll help you understand your options and make informed decisions by breaking down your financial goals into smaller manageable steps.

Determine Your Current Financial Picture

Our financial professionals help you take a real look at your current financial situation and budget, determining your earnings, your expenses, and your current savings. Understanding your current financial picture is key to helping you make informed decisions when developing your own personal strategy.

Determine Your Risk Tolerance Level

Our professionals will work with you to determine the level of risk with which you are most comfortable to help you protect yourself and your family.  A Risk management strategy is an essential factor to consider when striving to avoid anything that might affect your ability to achieve your financial goals.

Create a Customized Retirement Plan

TPS financial professionals help you create a customized retirement plan that is right for you.  They will be there to help you as time goes on to review your plan and make any needed changes and adjustments.  Advice and guidance will always be available to you as the economy fluctuates, your income and needs change, and your priorities change.

Investment Products & Services

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.

Plan Now for a Better Retirement