
tfsonline.net
TFS The Financial Planning Specialists |Our promise to you. What is financial planning? Let’s look at the big picture. Financial planning is the process of providing advice and assistance to clients for the purpose of determining whether and how clients can meet their financial needs and life goals through the proper management of financial resources. A client may be an individual, a family unit or a legal entity. A comprehensive financial plan will include the basic areas of:. Risk management and personal insurances. That’s where we come in.
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