Welcome
TTG Financial is a Registered Investment Advisor, a Fiduciary. Taking on fiduciary responsibility is the highest legal duty from one party to another. As such, a RIA is bound ethically and legally to always act in the best interest of your clients. But, with all other advisor classes, although they may be very reputable, it is “Buyer Beware.”
Our primary focus is on generating above average, risk adjusted market returns. In addition, we consult and advise on any and all financial and investment topics with considerable expertise in Retirement Planning, Estate Planning, and 401K Administration. Therefore, we sell no products such as Insurance or Annuities, and are Fee Only, so we do better when you do better.
We have a Certified Financial Planner (CFP), Master Registered Financial Consultant (MRFC), Qualified Pension & 401K Administrator (QPA, QKA) and a Chartered Special Needs Consultant (ChSNC) on staff working WITH you and FOR you to achieve your goals. There is no cookie cutter approach. Every client’s needs are unique.
Located in Canton, Ohio, and servicing clients nationally and locally in North Canton, Uniontown, Massillon, Louisville, Canal Fulton, Stark County, Summit County, and Northeast Ohio.
Our Services
Portfolio Management
TTG Financial utilizes asset allocation models and sophisticated technical tools to construct a target allocation for the Investor. This allocation will reflect both the Investor’s tolerance to market volatility, personal goals and expectations, as well as trends in the Stock Market and Economy in general. These include regular Brokerage accounts, Trust accounts, Corporate accounts, and all Qualified accounts, which include IRA rollovers and 401k Rollovers.
401k Analysis & Administration
When was the last time you saw your 401K representative? How often do they visit your operation? Is your 401k representative a Fiduciary? When was the last time you received investment advice that was sound and specific to your needs? TTG Financial will change all of this with regular visits by Registered Investment Advisors who give investor specific advice. You will also receive 401k structural recommendations from a Qualified 401k Administrator. The combination is very powerful!
Charitable Giving & Investing
Whether through private foundations, endowments, or charitable remainder trusts, organizations that you care about can benefit through your charitable giving. Some donations are even deductible. If you have charitable aspirations, we will help you decide which option will best accomplish your goals.
Financial Planning
If you are interested in the accumulation of wealth, the conservation of assets and or the distribution of both, then you need a cohesive plan to achieve your goals. Everyone should have a financial plan for the accumulation and conservation of wealth, and very few do. If you do not, then take action now
Estate Planning
Everyone needs to have an estate plan, and in fact, everyone does. How so? Each State has statutes on the books called Intestate-Succession Statutes. Yes indeed, if you do not plan for the distribution of your estate then the State will do it for you. Most do not think this is a good idea.
Schwab Access Portal
The Fiduciary Difference
The Fee-Only Difference
Blog Posts
- TTG Weekly Update 9-30-2022Jim and Jim discuss discuss credit spreads and how the price of a bond is affected by changing interest rates.
- TTG Weekly Update 9-23-2022Jim K and Morgan discuss what is known and unknown in this bear market. They also highlight 3 purchases that were made this week.
- TTG Weekly Update 9-16-2022Jim E and Morgan discuss the CPI report and reasons to be optimistic as a long-term investor.
- TTG Weekly Update 9-9-2022Jim K discusses the positive week in the market and the remarks of Fed Chairman Jerome Powell.
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