 |
||||||||||||
|
About Us
“We design, implement, and manage financial plans to help meet your life goals.”
Most companies like to tell you about themselves. We’re not shy about doing that either. In fact, that’s one reason for our website. But first, we want you to know that the most important thing “about us” is that we want to know “about you.” We’ve heard it said that, “If all you have is a hammer, everything looks like a nail.” So we don’t want to “hammer” you into our mold. Rather, we strive to find solutions that address your specific life situations: your purposes, your needs, your wants, and your goals. In other words, we want to do our part in helping you achieve what you believe you were put here on earth to accomplish.
Our clients use our services for 3 key reasons. You may want to work with us if any or all of these reasons describe you:
Do you seek improvement in your current situation or portfolio? There are several differentiators for TWM: we offer alternative investments, tax minimization and elimination strategies, self-financing strategies, performance fee arrangements, assistance with business plans, discussions of the potential benefits of entity formation, Biblically Responsible Investing and Godly estate designs. (Jer. 29:11 "'For I know the plans I have for you', declares the LORD, plans for wholeness and not for evil, to give you a future and a hope.'")
Would you appreciate the services, products, and strategies that we provide? In addition to one-on-one meetings, we offer in-person seminars and online workshops (both "live" and recorded). Most of our clients enjoy learning. They appreciate that we don't "talk down" to them. They also value the information that we make available to them. This approach to client education increases our clients' knowledge base, and it also provides our clients with easy ways to refer their friends to TWM Group. (Prov. 3:13 "Happy is the person who finds wisdom and gains understanding.") (Prov. 4:7 "Above all and before all, do this: Get Wisdom!")
Do you want personalized service? We provide as much or as little assistance as our clients desire to help them implement their plans. We stay in contact with them, and adjust their plans when needed, and as their situations change. (Col. 3:23 "Whatever you do, do it enthusiastically, as something done for the Lord and not for (people).") (Luke 6:31 "Treat others the same way you want them to treat you.")
TWM Group offers both fee-based and commission-based products and services. For larger accounts, we also offer performance-based accounts, so that we don't make money unless our clients make money.