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Personal Financial Planning

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We believe that everyone should have a plan to carry out financial goals.  At TGM Group, we assist our clients with wealth accumulation.  We prepare personal financial statements, projections, and assist with retirement, estate and gift planning.  Charlie Meenehan, Member, is a personal financial specialist (PFS).
 
We help administer:
  • Lifetime gift plans
  • Trusts
  • Asset protection strategies
  • Retirement plans
  • Estate plans
  • Financial crisis avoidance
  • Wealth enhancement