What is Your Financial Goal?

TMFG is transparent on cost of what they do for clients and the various sources of investments we use. I don't remember that from the banks.

Robert McClelland has an excellent team of dedicated and loyal staff members. Questions and concerns are always addressed promptly, and accurately, being passed to the “expert-in-charge,” of the specific issue.

As an engineer, what I like is that your approach is independent and objective, logical and methodical and what you believe is best for clients, even if not necessarily aligned with corporate preferences. You provide well researched analyses to support decisions and plans, have a good communications strategy and willingly fulfill any request made of you.