1. Self Funded Health and Dental Insurance with Extensive Wellness Program
2. Life and Disability Insurance
3. Expanded Supplemental Insurance Coverages
4. 401(k)
a. Customized features
b. Personalized employee advisory to ensure the highest level of
participation
c. Open architecture allowing age-targeted funds and multiple fund
families
d. Independent third party corporate trustee
5. Cash Balance Pension Plan
a. Advanced key employee participation
b. Greatly expanded contribution limits
c. Guaranteed interest credits
d. ERISA protection
2. Life and Disability Insurance
3. Expanded Supplemental Insurance Coverages
4. 401(k)
a. Customized features
b. Personalized employee advisory to ensure the highest level of
participation
c. Open architecture allowing age-targeted funds and multiple fund
families
d. Independent third party corporate trustee
5. Cash Balance Pension Plan
a. Advanced key employee participation
b. Greatly expanded contribution limits
c. Guaranteed interest credits
d. ERISA protection
Securities and insurance services are provided by our affiliated retirement planning and wealth management firm, Highland Advisors, LLC.
Securities are offered through TCFG Wealth Management, LLC, member FINRA/SIPC. Advisory services through TCFG Investment Advisors LLC an SEC registered investment advisor. Insurance products offered through TCFG Insurance Solutions. LLC. Highland Advisors, LLC is independent of all TCFG entities.
Nothing contained or referenced in this website is a solicitation for the offer or sale of any particular securities, product or service, and no investment or other decision(s) should be based on this website. The solicitation and consummation of any particular securities transaction(s) are subject to compliance with all applicable securities and other laws, rules and regulations, including but not limited to those relating to any/all required registrations and qualifications and/or exemptions thereto.
This website contains links to certain articles, videos and information resources written or provided by third parties, neither affiliated with Highland Advisors, LLC nor TCFG Wealth Management, LLC or any of their affiliates. Neither Highland Advisors, LLC nor TCFG Wealth Management, LLC are responsible for the content or information.
Securities are offered through TCFG Wealth Management, LLC, member FINRA/SIPC. Advisory services through TCFG Investment Advisors LLC an SEC registered investment advisor. Insurance products offered through TCFG Insurance Solutions. LLC. Highland Advisors, LLC is independent of all TCFG entities.
Nothing contained or referenced in this website is a solicitation for the offer or sale of any particular securities, product or service, and no investment or other decision(s) should be based on this website. The solicitation and consummation of any particular securities transaction(s) are subject to compliance with all applicable securities and other laws, rules and regulations, including but not limited to those relating to any/all required registrations and qualifications and/or exemptions thereto.
This website contains links to certain articles, videos and information resources written or provided by third parties, neither affiliated with Highland Advisors, LLC nor TCFG Wealth Management, LLC or any of their affiliates. Neither Highland Advisors, LLC nor TCFG Wealth Management, LLC are responsible for the content or information.