Financial Planning & Advisory Services
Whether you are starting up or growing a business, expert financial planning & advisory is the key to success. In fact, it’s a critical part of your company’s road map as you juggle cash flow, debt, loans, and make important decisions that will impact your company now and in the future.
TPI’s team will provide:
- Cash flow analysis, so you have a smart plan in place when it comes to spending (and conserving) your money
- Restructuring debt, so you have more cash on hand and can save on interest
- Guidance and analysis around leasing vs. buying real estate, vehicles, equipment, and more
- Business valuation for loan purposes
Starting with a retirement planning assessment, the TPI team works with you to create a retirement plan that fits with your financial goals. Our plan will provide you with an optimal income stream and peace of mind upon retirement.
There are four different kinds of plans we will take into consideration when working with you. They include a defined benefit plan, qualified benefit plan, non-qualified benefit plan, and/or an annuity. Here’s a quick look at what these plans are:
Defined benefit plans, like 401(k)s, provide a fixed, pre-established benefit for employees at retirement.
Qualified benefit plans, like pensions, are established by an employer to provide retirement benefits for its employees and their beneficiaries.
Non-qualified benefit plans are designed to meet specialized retirement needs for key executives and other select employees. They include deferred compensation plans, executive bonus plans, group carve-out plans, and split-dollar life insurance plans.
Annuities accept and grow funds from an individual and then provide a steady stream of payments to the individual during retirement. They can be structured in a variety of ways, depending on your needs.
Real Estate
Because we treat real estate (on both the commercial and residential side) as part of your financial portfolio, TPI offers commercial and residential real estate guidance and services, as well as mortgages.
Commercial real estate
Commercial real estate can be complex and costly. Many business owners view it as a necessary evil and treat it as an expense on the ledger. At TPI, we believe the right investment can transform commercial real estate into a strategic, long-term advantage for your company and directly impact your growth trajectory.
Residential real estate
Your home is your sanctuary, your place of refuge from the chaos of life. We will help you find your dream home. A home fit for your current lifestyle and budget. A home that also works for you in the future, whether that includes starting or growing a family or retiring. Because we stay on top of trends in the real estate industry, we will help you make a smart purchase that you can enjoy for years to come.
Whether you’re buying your first home, a second home or refinancing, we’ll provide guidance around the perfect loan based on your current financial situation and long-term financial goals. We will also walk you through the steps of securing the loan as quickly as possible.
Start Today, Just Give Us A Call: (703) 288-1998