Helping you achieve financial freedom and accomplish more...that's our mission at TFG!
Joined October 2011
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Some of the best financial advice comes from the life lessons we learn growing up. Many of those lessons are echoed by our financial advisors every day. Check out this blog on how parental wisdom can inspire financial success at every stage of life: buff.ly/9R3af6z
Last Friday, our team kicked off summer with a fun-filled gathering alongside our families! From great food and games to time spent connecting outside the office, it was a wonderful opportunity to celebrate the people who make our team so special. #TFGSummer
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Summer is here, and so are our Annual Summer Hours! Check out our updated schedule below and have a safe and relaxing summer! #TFGSummerHours
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IRS penalties and interest can add up quickly but understanding how they work can help you avoid unnecessary stress! Our latest blog breaks down common IRS penalties and steps you can take to stay compliant and protect your finances. Read more here: buff.ly/Nfj5D0L
In observance of the Memorial Day holiday, our office will be closed on Monday, May 25th and will reopen on Tuesday, May 26th. #MemorialDay #RememberAndHonor
Congratulations to our very own Drew Overton, CFP® on receiving the Outstanding Accounting Graduate Student Award from the Strome College of Business at ODU! We are incredibly proud of Drew’s dedication, hard work, and commitment to excellence. #CFP #StromeCollegeOfBusiness
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We were proud to participate in this year’s charity golf tournament supporting Chesapeake Regional Health Foundation. It was a great day on the course for an even greater cause, helping support the important care and services our community relies on every day. #CRHFGolfTournament
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Happy Mother’s Day to the incredible moms who inspire, support, and lead with love!
Life changes, and your financial plan should reflect that! Ensuring your beneficiaries are up to date can prevent unintended outcomes and keep your legacy intact. Learn more in our blog! buff.ly/cRBrGlF
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It's Team Member Thursday! We are happy to introduce our Associate Paraplanner, Isaac Hon. Isaac has been such a wonderful addition to our team as he brings a depth of knowledge in finance from his degree at Oral Roberts University.
Fun fact: Isaac played competitive badminton!
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Planning for retirement doesn’t have to be overwhelming—it just takes the right steps! Our blog breaks down 5 important steps to get you started on the road to retirement. Start planning smarter today: buff.ly/6X8Ap9J
Scammers are getting more sophisticated but a little awareness goes a long way!
Check out this resource for practical tips on how to spot red flags, protect your information, and stay one step ahead. Stay informed. Stay cautious. Stay protected. buff.ly/2kYScCA
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In our latest From the Orange Couch video, we dive into practical strategies for managing capital gains that can help investors address the tax impact while keeping their portfolios aligned with long-term goals! #CapitalGains buff.ly/e8j9mX0
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May your day be filled with joy, renewal, and time spent with those who matter most. Happy Easter from all of us at TFG! #HappyEaster
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We are wishing everyone a peaceful Good Friday ahead of this Easter weekend. Please note our offices will be closed tomorrow in observance of the holiday. We’ll reopen on Monday, April 6th at 8:30 AM. #GoodFriday
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Tax season is here! If you’re putting the finishing touches on your return, now is a great time to revisit this blog on tax planning strategies. Even last-minute insights can help you make smarter financial decisions now and in the future! #TaxPlanning buff.ly/hQHNrJa
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Today we celebrate the incredible women of our team! On International Women’s Day, we recognize their leadership, dedication, talent, and how serve our community every day. We’re grateful for the strength, collaboration, and perspective they each bring! #InternationalWomensDay
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This one is worth a rewatch! This FTOC video is on charitable giving and donor-advised funds (DAFs)—a thoughtful way to support the causes you care about most while aligning with your overall financial plan. #CharitableGiving #DonorAdvisedFund buff.ly/5nUaDO1
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We’re proud to support causes that make a meaningful difference in our community! One of our team members recently attended the YMCA of South Hampton Roads 2026 Annual Meeting, where she also serves as a dedicated board member! #CommunityImpact #GivingBack #LeadershipInAction
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Our latest blog explores the importance of finding a trusted professional who can guide your financial “flight path” with clarity, experience, and care. Because planning for your future is one of the best acts of love there is! #FinancialPlanning buff.ly/MlFemx1
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