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My name is Michael Green, Principal and founder of TGA Capital Management.
I am reaching out to you, because my firm has recently done some work for some mutual local business owners in our local area. During my visits, it appeared that some of the business owners were not aware of certain deficiencies with their current planning. I also found potential conflict that could be considered to be prohibited transactions, while paying non-disclosed commissions that were being charged an additional other fees, we consider to be unnecessary and in some situations egregious.
The advisory is not assuming that this situation applies to you. However, since some people invest outside of plan sponsored retirement plans, these situations are not uncommon, when individual’s investment accounts are not considered to require a fiduciary advisory.
It never hurts to request a second opinion and to be assured that your costs are fair and reasonable.
I am solely, reaching out to you to extend to you, a personal invitation to contact us, without any obligation. It is possible that you may be unaware of your personal and or retirement account costs and or present investment management fees and or not the potential that you are not aware of paying both these costs with a current provider.
Here at TGA Capital Management we work strictly in a fiduciary capacity and we do not except any form of commission. We provide a low cost transparent advisory schedule that is easy to understand.
In the meantime, we invite you to visit the advisory website at the following link; www.tgacapitalmanagement.com
Discover the difference with a Registered Investment Advisor. For more information about why and how, An RIA can make a difference please feel free to visit this link; https://sites.google.com/site/tgagia/home/ria-stands-for-you
In the interim, please feel free to call our advisory for more detailed information or to schedule your corporate sponsored retirement plan or your personal investment account(s).
I can be reached at; mgreen1@greenadvisory.com or call 1.508.224.9646
Sincerely,
Michael D. Green, Principal
TGA Capital Management
1-508-224-9646
This is not a solicitation nor recommendation to buy or sell a securities nor to imply any tax or legal advice, always seek a registered investment advisor to attain your risk/averse attitude and investment suitability before investing. All information is considered accurate and reliable, however, due to changing market, economic, taxation, institutional, and other pertinent potential cycles and variations, future results cannot be guaranteed by past performance and should be monitored on a continual basis to provide current advisory recommendations that meets the client short-term potential deviations and management disciplined style, while advisory provides solely long-term recommendations. Confidentiality notice: the information in this mailing and any attachments is confidential and may be priviledged or protected by other rules, including but not limited to the Electronics Communications Privacy Act, 18 U.S.C. §§ 2510-2521. It is intended solely for the addressee(s). Access to this mailing by anyone other than the addressee(s) is unauthorized. If you are not the intended recipient, you are not authorized to and therefore must not disclose, copy, distribute or retain this message or any part of this message
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