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 TGA can assist you in the following ways:

• • Assess your relevant financial history, such as tax returns, investments, retirement and estate planning, wills, and insurance policies. (Insurance is provided strictly on a separate basis and is an integral part of the financial planning process).

  • Review your net-worth statement, examine your debts, and determine if; any should be consolidated, paid off from other available funds, or refinanced.

  • Help you decide on a financial plan, based on your personal and financial goals, history, preferences, and psychological investment risk-level.

  • Identify financial areas where you may need help, such as building up a retirement income, improving your investment returns, buying or selling an insurance policy, tax saving suggestions, etc.

  • Write down a financial plan based on your individual situation in language you can understand and discuss it thoroughly with you to make sure you are comfortable with it.

• • Consider and compare qualified retirement plans, assist in the selection of “Cost Effective” implementation(s) and to review if your current plans disclose complete “cost disclosure” as required by regulation.

  •   Consider and compare funding of “Traditional IRA and or a combination of; IRA’s, Roth IRA’s, Solo-401k’s, Solo-Roth IRA’s, 529 Plan’s to Educational Savings Plans, Help you implement your financial foundation, including referring you to specialists, such as *lawyers, accountants, Realtor, Lender, or physician, if necessary.

  • Monitor and Review your situation on a continual basis and suggest changes when needed.

  • TGA advisory / partners have 24/7 account access via our institutional custodians, cost basis reporting, trade confirmation(s),  and year-end tax reporting.

  • If you feel that TGA Capital Management may be suitable for you, please feel free to inquire for more detailed information.  Without any obligation.