At 4T Financial, we care about our clients as people, not as spreadsheets and dollar signs. We want you to live the life you want to live. To do so both now and through the future, we will teach you the skills to continue asset accumulation, as well as to understand where your investments stand using wealth management technology, one-on-one finance meetings, and group classes.
Client financial well-being is of the highest value and importance. To achieve this, we spend all time necessary teaching our clients and community how to best plan for their financial futures. We want not only to invest your money, but also to ensure that our clients understand why and how things are done, as well as how your investments will grow, by discussing the financial budgeting process and your household balance sheet.
We plan to invest your assets in accordance with your stated objectives and measures of suitability, and with an understanding of your values. We strive to make a difference in your life. There is no cookie-cutter investment plan made to work for all—here we want to know your individual goals, values, interests and so much more. While keeping your individual personality and needs in mind, we will make every effort to fulfill your plans by implementing a sound, customized, innovative investment plan for you and your family. All the while, confidentiality will never be compromised.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When you’re married and have children, insurance needs will be different.
Calculating your potential Social Security benefit is a three-step process.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Are Real Estate Investment Trusts right for your portfolio?