TCI Financial was born out of a passion for building and growing. From the very beginning, this firm has been about the next generation and providing for what’s ahead. Our name, TCI, reflects that mission, carrying the first initials of our founders’ three children. Just as our family is important to us, we know that your family is important to you, and we know you’ll do anything to protect them and their future. That’s where we come in, giving you the tools to provide for the long-term and alleviate the financial stress that comes with retirement and asset transfer. We shoulder that burden so that when the time comes, you can relish in what you’ve worked so hard for.
How We Help
Connecting Person to Person
Our founders and service providers aren’t just financial professionals. They’re people, parents and dreamers, looking to chase goals they drew up a long time ago. They also know what it’s like to start from ground zero. With their experience, both personally and professionally, they’re able tackle the unique problems of our clients, and they understand how to discuss financial planning with everyone who walks through our door or makes an appointment with us. As holistic planners, we’re right next to you through the entire financial process.
Business Owners Helping Business Owners
We love helping individuals reach their goals, but we’re also extremely passionate about helping business owners maintain and grow their companies. TCI Financial is founded by a husband-and-wife duo who understand what it means to pursue an idea you truly believe in, and we don’t want anything to stop you. Through good times and bad, we’ll stand by your side with a complete understanding of your vision. Through tried-and-true strategies and a well-thought-out plan, we can help you bring that vision to life.
Love is the strongest bond for any team. As business owners themselves, our husband-and-wife power-duo understands what you face, either as individuals or as business owners. Together, they work to find a solution specifically tailored to your goals, your future, your retirement and your family. Learn more about them!
Jennifer’s first insurance license was a temporary one, simply so that she could test the waters and see if she liked working in the industry. As it turns out, she loved it, and her passion has not fleeted after more than a decade of financial service. Her desire to help others is driven by her love for education, and she believes that she can help anyone navigate a financial roadmap, either as a business owner or as an individual. Read More
James originally found his passion for financial services through his wife. After achieving his securities license, he learned that he truly enjoys the process of educating and guiding our clients. Now he spends most of his time operating his business and building his relationships with friends and family, and he aims to ensure that our clients can do both successfully, as well. Read More
Our Educational Mission
The unfortunate reality is that we often don’t learn crucial topics in school. That’s why we’ve made it our goal to educate our clients, providing information they need for their retirement, their personal finances and their businesses. Our blogs, videos and other educational tools break down relevant subjects and proven principles, making them easier to understand and implement into your own plan!
Our Recent Blog Posts
Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know! Traditionally, life insurance has been one…