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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It's important to understand how inflation is reported and how it can affect investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Retirees traveling abroad need to know that their health insurance travels with them.
The item most homeowners forget on their home improvement project checklist is insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
Three things to consider before dipping into retirement savings to pay for college.