TTG Financial serves as your Registered Investment Advisor, a fiduciary bound by the highest legal and ethical duty to always act in the best interests of their clients. Unlike other advisor classes where “buyer beware” applies, We ALWAYS put your financial interests first.
Fiduciary Standard
Commissions
Our primary focus is on generating above average, risk adjusted market returns. In addition, we consult and advise on any and all financial and investment topics with considerable expertise in Retirement Planning, Estate Planning, and 401K Administration. We sell no products such as Insurance or Annuities, and are Fee Only, so we do better when you do better.
We have a Certified Financial Planner (CFP), Master Registered Financial Consultant (MRFC), Qualified Pension & 401K Administrator (QPA, QKA) and a Chartered Special Needs Consultant (ChSNC) on staff working WITH you and FOR you to achieve your goals. There is no cookie cutter approach. Every client’s needs are unique.
Located in Canton, Ohio, we proudly serve clients both locally and nationally including North Canton, Uniontown, Massillon, Louisville, Canal Fulton, Green, Hartville, Dover, New Philadelphia, Stark County, Summit County, Tuscarawas County , Wayne County , Portage County , Mahoning County, and all of Northeast Ohio and beyond.
A Financial Planner will analyze your current financial situation, including your cash flow, goals, debt, and more. Our financial planning services will help you develop a unique plan that will enhance and maintain the financial security of both you and your family, both in life and after death. We will act in your best interests as we guide you throughout the process.
We utilize asset allocation models and sophisticated technical tools to construct a target allocation based on your unique needs and risk tolerance. Each and every client will have a portfolio tailored to their specific needs. We feel that diversification is at the center of success for a portfolio. We consider tax implications and analyze the effects of gains in your account. A well-managed portfolio will provide investors with the diversification needed to help achieve their investment goals, and is part of a good overall financial plan.
When was the last time you saw your 401K representative? How often do they visit your operation? Is your 401k representative a Fiduciary? When was the last time you received investment advice that was specific to your needs? A 401(k) plan can be a great asset for a business, but in many cases, it can easily turn into a liability. Our services are here to keep it as the former. We can conduct a 401(k) Plan Stress Test that will identify any problems or shortcomings in your pension plan and make recommendations on how to correct them.
We work with businesses to formulate the 401(k) plan that best suits the owners and their employees. It is important to understand what a Qualified Plan is, how it works and how to go about starting one. With an eye on affordability, we provide advice and guidance on plan implementation, structure, and flexibility. We are fiduciaries, so we put your interests ahead of our own.
This service helps to designate and implement the transfer of your estate, that is everything you own, when you are no longer here. We can provide information about essential documents such as a living will, beneficiary designations, and power of attorney. We offer a professionally-designed estate plan, with referrals to local attorneys to see that it is documented and executed correctly. You’re never too young to start preparing!
Charitable Giving is a way to support a specific cause or organization that you care about. There are many different ways in which this could be done. Private foundations, endowments, charitable remainder trusts, and charitable annuity remainder trusts are a few of the avenues you could take to support organizations that are important too you.
This week, Jim discusses peace in Ukraine, the 10-year Treasury, and the future of the AI sector.
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Jim and Morgan discuss the Dollar Index and the Prevent Government Shutdown Act.
