We believe in long-term commitments.
TGS offers a broad range of wealth management services. How we serve you will depend on your situation, but for most clients we:
- Develop saving, spending, and gifting strategies to meet your personal goals.
- Help you to manage risk by reviewing your insurance coverage and recommending asset protection strategies.
- Coordinate with your other professionals to make sure that your CPA, estate attorney, and insurance agents are working toward the same purpose.
- Guide you through important life transitions, and help you with multi-generational wealth planning.
- Manage investments with our DYCOPS™ strategy, with a focus on global diversification, undervalued assets, and cost control.
Our advisors began to work with their first physician clients in 1979.
We understand the unique challenges facing medical professionals and we design integrated plans for building both their personal wealth and the success of their practices.
Pay Yourself First: A Financial Guide for Doctors Entering Practice
Changing Outcomes: A Financial Turnaround Strategy for Peak-Career Physicians
The Part-Time Prescription: Can You Go Part-Time Before Retirement?
Resources
Retirement planning has been a core function of our advisory careers for decades.
We have helped hundreds of individuals and families accumulate walk-away wealth, successfully manage the financially and emotionally difficult transition from full-time work to full-time retirement, and sustain their chosen lifestyles during decades of active retirement.
