T-Squared Financial is an family run financial services firm. Steve started in the industry 30 years ago and in 2013 his daughter Michelle joined his team. Together they focus on providing the best possible service for your needs. We view each client, person, and family we come into contact with as an individual with different goals and needs. We are here to listen to what you value and guiding you through all stages of your financial life.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Whether you are planning for retirement, a major purchase, or general investing Guided Wealth Portfolio (GWP) may be an investment platform for you. Click the link below to learn more and to get your free investment proposal.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Right Capital is cutting edge software our office uses to simplify the complexity of financial planning for our clients. By providing easy access to your finances anytime, anywhere, staying on top of your financial life.
With Right Capital, our clients are able to access all their financial information via web portal or their phone. You can view your net worth, view and link accounts, track spending, and even see your portfolio any time you need it. It also lets us collaborate with our clients in real time and clearly see the effects of different strategies on your total net worth. That way, we're always on the same page and ready to adapt to the market as it changes.