The TLJ Touch
What we do differently
is as important as
what we do.
Throughout the financial journey of each client, we ask them to participate in the process of realizing goals together. Here’s a partial list of financial services we customize for individual needs and objectives:
Our Services
Wealth Management
CREATE CUSTOMIZED BUDGETS
INSURANCE ASSESSMENTS
CASH FLOW MANAGEMENT
PROVIDE REGULAR OVERVIEWS
HUMAN RESOURCES CONSULTATIONS
STRUCTURE ENTITIES
Estate Planning
Bill paying
Retirement planning
complete Payroll service
Risk Management
Invoicing
Home Purchases
Tax planning and projections
Vehicle Purchases
Loans and Debt Structure
Continuous review of Investments
Education Funding
Develop financial strategies
ORGANIZE FINANCIAL RECORDS
Assist with audits
