Welcome to TCS Financial Services new client page, we offer a free initial consultation with potential clients. Contact us today to learn more how we might be able to assist you or your company. Once your situation is discussed, we will determine how to best assist your needs. If this includes a preperation of a financial plan, then certain information is needed. We would ask that you fill out the information in the questionarie form below and send this form along with your most recent brokerage and retirement statements to our office. The questionare offers a comprehensive and modified version. The entire comprehensive document is not needed to be filled out if statments are enclosed.
For additional information on TCS Financial Services please feel free to view our other documents listed below including the required Form ADV Part II that must be distributed to all new clients of a Registered Investment Advisor. The form outlines our key business strategy, fees and other important
information, similar to what is presented on this website.
For information on our services, strategies and fees please check out our "About Us"section for details on what we do and how we do it.
