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) and Qualified Pension & 401K Administrator (QPA, QKA) 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!
Foundation and Endowment Fund services
Colleges, Charities and Associations all can benefit from the extensive planning services we provide. We will design an investment strategy specifically for your group that will be structured to achieve your investment goals with the least risk possible.
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
Featured Video
Blog Posts
- TTG Market Update May 2021 Part IIJim E discusses Rebalancing, Covered Call Writing and Capital Gains
- TTG Market Update May 2021Jim K discusses current market conditions and rebalancing.
- Important Estate Planning DocumentsJim K discusses four Important Estate Planning Documents that everyone should have.
- Momentum vs Value InvestingIn this video, the Jim’s discuss the recent Gamestop phenomenon and Momentum vs Value Investing.
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