Over 10 years of experience helping clients prepare for the financial unknown. Our dedicated staff has assisted clients during their career to help find solutions to their Financial and Estate Planning concerns.
Ask us about:
As a company we can shop the market to help find the right product and solution to fit your needs. Helping Create a great return and eliminating risk is our main concern.
Many financial analysts will tell you some unforeseen risk and a lack of the right kind of investments can spell trouble quickly.
Call us today, and we'll provide and analysis of your Income, Insurance and Financial needs.
Everyone has different financial needs. Our team of professionals can provide a broad range of services from estate planning and insurance to wealth transfer and financial guidance.
TPC Financial Group offers true educational seminars and in-home consultations covering Estate Planning, Financial Services, income planning and Wealth Transfer events. TPC has long standing relationships with Attorneys for all legal document referrals.
Jeremy Rabalais has over 22 years' experience in financial planning, recruiting, sales training and sales management. He began his insurance career with General Electric, marketing Long Term Care Insurance. In 2004 he became an independent producer of Long-Term Care, Medicare Supplements, Single Premium Life and Annuities. His distinctions include being Series 65 Investment Adviser Representative, a fully licensed General Lines Agent in over 30 states and the former President / CEO of Puritan Financial Companies.
Stuart Choy has over 20 years of experience in financial planning and sales management. He began his career in the financial services industry with Wells Fargo. In 2010 he was a District Manager for Puritan Financial Group responsible for their entire Northern California Territory. In 2017 he joined TPC Financial Group as a Senior Investment Advisor. His distinctions include his Series 7 and 66 licenses as well as being a fully licensed insurance agent in the state of California.
Copyright © 2018 TPC Financial Group - All Rights Reserved.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of TPC Financial Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. TPC Financial Group, LLC and Sound Income Strategies LLC are not associated entities. © 2022 Sound Income Strategies
Powered by GoDaddy