Secure Your Financial Future
Your financial future is important. We can help you create a financial plan that will help you reach your goals and secure your future.
What we do
At TBD Financial Agency, we are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, so we provide personalized financial advice that is tailored to your specific needs and goals.
Financial Guidance at Your Fingertips
Financial Strategies
Specializing in retirement and tax strategies, helping clients outpace inflation, and creating lifetime income. Allowing clients align their finances with their goals for a secure future.
Education Funds
Specializing is Tax-Free savings plan used to pay for college expenses. Enjoy market protection, no contribution limits, and no early withdrawal penalties.
Estate Planning & Asset Protection
Your most valuable asset is family. Legacy planning is about life, death, family and community. When you think about your legacy, there can be a lot to consider. What does it even mean to leave behind a legacy? And how can the estate planning decisions you make today impact the legacy you leave when you’re gone?
Infinite Banking
Teaching clients to become their own tax free lending system to finance large purchases, independently of banks and lenders, while generating personal wealth without market volatility.
Our Team
LANCE CHRISTMAS
LESLIE DARRINGTON
FAQS
How often should I meet with my financial advisor?
How often you meet with your financial advisor depends on your individual needs and circumstances. Some people may want to meet with their advisor quarterly or semi-annually, while others may only need to meet once a year. It is important to meet with your advisor often enough to review your financial plan and make adjustments as needed.
What is the difference between a financial advisor and a broker?
A financial advisor is a professional who provides financial advice to clients. They can help clients with a variety of financial tasks, such as creating a budget, setting financial goals, and investing. A broker is a professional who buys and sells securities on behalf of clients. Brokers may also provide some financial advice, but their primary focus is on executing trades.
What is a fiduciary?
A fiduciary is a person or organization that has a legal obligation to act in the best interests of another person or organization. Financial advisors who are fiduciaries are legally required to put their clients' interests ahead of their own. This means that they cannot recommend products or services that are not in their clients' best interests.
What Are Our Customers Saying ?
Feedback from our delighted clientele.
I was feeling overwhelmed and lost when it came to my finances.
JANE DOE
I've been working with [Your Firm Name] for several years now, and I'm so glad I found them.
JANE DOE
I was nervous about working with a financial advisor and their team made me feel so good.
JANE DOE
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