Our clients depend on us to make sure their assets are managed in accordance with each client's risk level. We are committed to providing our clients with the highest level of quality service.
First, we spend time together to get to know each other and make sure we are a good fit. As we do this, we will help you determine what your goals are, what your attitudes about money are, what your financial obligations are, and more. We get to know each other so we can build a foundation to move forward. We will then recommend a customized plan to help you to pursue your goals.
We understand asset management requires much more than buying the latest hot stock or reacting to short-term market noise. Your success lies in our commitment to understanding your specific objectives. We recognize that no two people or plans are alike; each has their own set of values and financial goals, and requires a tailored strategy to match.
We believe that asset management is just one component of your comprehensive wealth management plan. You are the most important part of financial planning process.
Learn more about the benefits associated with working with TPG Wealth Planners and Linda Pressler CPA, PFS by calling us directly at 732-441-3373 to set up a free consultation.
Our Many Services Include
Managing Your Finances
From Social Security planning to budgeting, we help you with the basics to ensure you strive towards your goals.
Retirement Planning
We provide advice and education so that you have a plan personalized to you.
Protection
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
