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Financial Planning

designed to guide family wealth with
clarity, purpose, and long-term intentions.

Families rely on thoughtful Financial Planning to create stability across generations

A Fiduciary Financial Advisor for Families Managing Complexity

We deliver Financial Planning grounded in disciplined analysis, transparent guidance, and a long term commitment to supporting multi generational wealth.

  • Transparent and conflict free planning
  • Independent oversight and objective guidance
  • Evidence based financial strategies
  • Stewardship focused coordination
  • A long term, relationship driven partnership
FINANCIAL PLANNING SOLUTIONS

Comprehensive Financial Planning
for Complex Wealth

Every plan is designed to support families with significant wealth, intricate structures, and evolving multi generational priorities.

Retirement and Income Planning

Structured planning that supports income longevity, capital efficiency, and enduring family needs. Strategies are modeled for varying markets, tax environments, and multi generational outcomes.

Estate and Legacy Planning

A thoughtful approach to long term transfer strategies that reflect family priorities, intergenerational goals, and philanthropic intent.

Tax-Aware Financial Strategies

Planning that integrates tax awareness at each stage of wealth, including income alignment, charitable planning, and long term efficiency.

Tax-Aware Financial Strategies

Planning that integrates tax awareness at each stage of wealth, including income alignment, charitable planning, and long term efficiency.

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Planning for Life’s
Knowns and Unknowns

“Planning is not a one-time exercise. It is an evolving conversation that aligns family goals, legacy intentions, and financial realities across decades.”

Michael McLeod

Director of Financial Planning & Senior Wealth Advisor

Our Planning Philosophy

Guided by a Disciplined,
Fiduciary Approach

For more than 50 years, we’ve helped families navigate markets, transitions, and complex financial decisions with clarity and steadiness. Our history reflects a consistent commitment to thoughtful execution and long-term stewardship.

  • Conserving wealth requires intention

    Long term capital endures when structure and disciplined planning guide decisions.

  • Values shape every decision

    Effective planning starts with understanding priorities and family dynamics.

  • Objective guidance reduces complexity

    Independent fiduciary oversight brings steadiness to multi generational choices.

  • Perspective emerges over decades

    Long range modeling reveals risks and opportunities that short term noise obscures.

  • Clarity expands opportunity

    Organized wealth creates room for growth, philanthropy, and long term impact.

FINANCIAL PLANNING INSIGHTS
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Financial Planning

YEAR-END ACTION ITEMS FOR INVESTORS

November 2025 By: KYLE POWERS, CFP®, MBA, AIF

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

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Market Commentary

2025 MARKET COMMENTARY – BULL VS. BEAR AND BEYOND

August 2025 By: JOEL GOODMAN, CFA

Frequently Asked
Questions

What does comprehensive Financial Planning include

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

How does the firm support multi generational wealth

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

What types of clients does the firm serve

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Is Financial Planning handled in house

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Does the firm collaborate with attorneys and accountants

TFG provides planning that integrates investments, taxes, retirement modeling, estate coordination, liquidity strategies, and long term family priorities.

Schedule a call

Speak with a fiduciary advisor about your wealth goals.
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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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