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Toscano Financial Group (TFG)
       
 
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Toscano Financial Group (TFG)
 
 
Overview: 

At Toscano Financial Group, we utilize a fully integrated management framework that provides a complete view of your financial condition. We believe this approach leads to more effective decisions in that each component of your financial situation is analyzed and evaluated. We then develop an objective comprehensive plan specifically tailored to help meet your financial needs. Our personal approach - understanding all aspects of your finances and implementing appropriate strategies - is designed to help you gain confidence in turning your financial goals into reality.

We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.

Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. We also work closely with your advisors to help ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.

At Toscano Financial Group, our main service is to provide you with an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for you. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.


 
 
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