Our History


TF Wealth Management, LLC organizational wise is a few years old but action and planning wise has been in the making for 20 years.  TF Wealth Management, LLC is support by two other companies Terra Firma Business & Financial Consultants, LLC a full-service consulting firm offering coaching and education.  The other is TF Insurance & Financial Solutions which is a full-service insurance agency offering every line of insurance through its nationwide partnerships and relationships.


I entered the financial services industry back in 2001 after reading two books written by Robert Kiyosaki, Rich Dad Poor Dad and Cash Flow Quadrant.  Cash Flow Quadrant was my tipping point and one reason it is one of the base lines of our planning model.