No matter who you are or how you provide for yourself, TCI Financial understands your situation. Whether it’s as individuals, parents, children, heads of households, business owners or pre-retirees, we’ve been there. We understand your goals, and we want to help you reach them, not just by helping you put together a strategy but also helping you implement it in your plan and your life. Our list of services has been carefully crafted to fit a diverse range of needs, and we believe our experience and various licenses give you the best opportunity to achieve your objectives and realize your dreams! View below to learn more about each of the services we offer to our clients and partners, and let us help you get on track toward building a foundation that lasts for generations!
What We Help With
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.
Investment Management
Annuities
Retirement Planning
Life Insurance
Tax-Efficient Strategies
Financial Planning
Asset Transfer
Health Insurance
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.
Business Strategies
Business Planning
Group Benefits
401(k) Implementation
Tax-Efficient Planning
Profit Sharing
Succession Planning
Insurance Solutions
Our Founders
United in their goals as a couple, Jennifer and James look to put their heads together and help you achieve your goals. They also have their own individual objectives, as well as objectives they strive for as business owners. Through their understanding of where you are, where you’re going and where you’d like to be, our powerful pair can help you reach your ambitions.
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
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