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TCS Financial

 OUR APPROACH TO PLANNING & INVESTMENTS

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At TCS Financial Services, building strong relationships is as important as building strong portfolios. By maintaining an open dialogue with our clients throughout every step of the planning and investment management process, we're able to provide the highest level of personalized service to strengthen-and simplify-your financial life.

Our process:

TCS uses a six step approach to work with clients on both financial plans and investment management. These six steps are:
  • Establishing and defining the relationship
  • Gathering data and determining your goals
  • Analyzing and evaluating financial status
  • Developing and presenting recommendations and alternatives
  • Implementing recommendations
  • Monitoring the recommendations