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.
Riskalyze is cutting edge technology our office uses that helps identify your acceptable levels of risk. With Riskalyze, we can capture your Risk Number, align your portfolio, and help you meet your retirement goals. After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
Click on the below link to take the 5-minute questionnaire to find out your risk number.
The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."