Already retired? Let us help you

Stay Confidently Retired


Rest Assured.
All angles are covered.

To stay confidently retired, you need a comprehensive & proactive approach.

You have made it to retirement! Don’t wait another day wondering if you can stay confidently retired. Your hard work has paid off, and now it’s time to maximize your opportunities. We have built a team that will surround you to make sure you have peace of mind. We will be with you every step of the way so you can enjoy what matters most in life. We love what we do, and it shows. We can't wait to get to work.

Everything You Need

All Under One Umbrella.
We’ve created the TVFP 360 Model that takes into account all angles to ensure that you avoid the pitfalls and capture the opportunities so you can stress less and enjoy your life.

Investment Management

  • TVFP Intelligent Portfolios

Retirement Income Planning

  • Get Organized
  • Set Goals
  • Guardrail Withdrawal Strategy

Estate Planning

  • Will/Trust
  • Medical Directives
  • Durable Power of Attorney
  • Beneficiary Review

Tax Planning & Preparation

  • Tax-Efficient Investing
  • Tax Preparation
  • Long-Term Tax Minimization

Risk Management

  • Life Insurance Review
  • Health Insurance / Medicare Review
  • Property & Casualty Insurance Review
  • Long Term Care Planning

Let's Get Started


Learn More

A complimentary initial phone call to see if your needs and our expertise align.


A deeper dive for us to learn about your goals and for you to learn how we can help.

Action Plan

A simple, one-page Action plan to help you achieve your goals.