What is Your Financial Goal?
Retirement Planning
Feel excited about life during retirement.
Portfolio Management
Better Returns on my portfolio.
Tax Strategies
Helping you preserve your wealth.
Insurance Planning
Providing you security and protection from the unexpected
Estate Planning
Plan for your family’s future with confidence.
Transfer of Wealth
Confidently prepare and transfer wealth from one generation to the next.
We get to know what matters to you most and help you reach your goals with confidence.
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.
DonTMFG Client Since 2001
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.
Mark and DonnaTMFG Client Since 2001
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.

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