Client Cap
The TSN Wealth Management Advantage
While many advisors practice under the mantra that bigger is always better, we could not disagree more. Our focus is not on our own growth but on building strong, trusting relationships, even if that is at the expense of our own growth. To do this, we promise our clients that their advisor will not be working with more than 75 clients at any one time.
100% Fee Only
The TSN Wealth Management Advantage
Our advisors never sell anything. We don't have any products to sell. With our 100% Fee Only structure, you never have to worry that your advisor recommended that fund to make more money. We have the freedom to help clients do exactly what we would do in your shoes.
We are so confident in our service that we are willing to guarantee your satisfaction. If you're not satisfied with the service we deliver, we'll refund your fee from the prior quarter and work with you to make things right!
Dave Ramsey's SmartVestor Pro Program
The TSN Wealth Management Advantage
We are pleased to announce that TSN Wealth Management has been selected for Dave Ramsey's SmartVestor Pro program. Dave Ramsey is one of the most respected figures in the world of personal finance and we are thrilled to share the stage with him in this way. To be selected as a SmartVestor Pro, advisors first endure a rigorous selection process to determine whether they can wear Dave’s seal of approval. By working with a SmartVestor Pro, you will have the confidence that the principles Dave Ramsey champions will be put into practice in your own personalized financial plan.
Our Service Overview
The TSN Wealth Management Advantage
At TSN Wealth Management, we take pride in offering comprehensive financial solutions covering a wide array of issues that life will inevitably throw at you. If it's important to you, it's important to us! We're here to lend a helping hand and be a guide along the way!
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Retirement Planning
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Investments
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Risk Management
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Budgeting & Cash Flow
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Estate Planning
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Education Planning