Our values are at the heart of everything we do.
We believe that honesty is the essential cornerstone of which a successful relationship should be built. We realize that honesty provides the trust you need to feel completely confident and comfortable, especially when considering an advisor to manage your lifetime of hard-earned assets.
We believe in complete transparency. Our clients are able to see everything involved in their personalized plans, prior to committing to work with TLC Wealth. This includes any possible fees, costs and any pertinent information. We make sure that there are no hidden surprises.
Dedication is important and means that we, at TLC Wealth, will always be there for you. We are dedicated to you and your family now…and in the future.
True respect arises from the belief that our clients are completely capable and able to make smart, effective financial decisions to better their future. Our job is to help guide our clients on that journey and respect their years of wisdom and experience along the way.
Comprehensive client education is one of TLC’s guiding principles. Continuing education, no matter our clients’ expertise level, is a critical component of smart financial management.
At TLC Wealth, we take pride in providing our clients with world class service and a “one of a kind’ experience.
What our clients can expect to experience:
-A personal relationship that allows for questions, concerns or planning needs to be discussed openly.
-Quick responses to their calls, emails and messages.
-The ability to schedule an in-person meeting or office appointment at any time they need it.
-Ability to make changes to their plans, with our guidance and support
-Ongoing monitoring and oversight of their accounts.
-Online account access and the ability and consolidation of their accounts in one place.
- Regular account and policy reviews with up-to-date account information and performance.
-Account servicing such as RMD processing, withdrawals or beneficiary changes.
-All service requests handled in a timely manner.
-Educational event opportunities and social activities throughout the year.
-Special workshops that focus on retirement needs.
-Financial concepts, strategies and topics explained in language that is easy to understand.
-Their privacy and personal information fully protected.
-They will be treated, at all times, in a respectful, courteous and kind manner.