Team Financial Partners

We celebrate our associate’s success in many ways. This week, we are in Seattle being hosted and honored for our success with our primary partner, The companies of OneAmerica.

Sharing our ideas, products and services at the NAIFA-California career advancement conference at the Hyatt Regency in Newport Beach today

Hidden Valley Golf Club was this morning’s location for our quarterly training, productive adviser recognition and some friendly fun on the putting green. Life Happens but financial consequences can be mitigated with preparation, wise choices and strategic implementation!

We have the best partner in the companies of OneAmerica! 9 of our TEAM are enjoying the learning and client centered Financial best practices education we are getting for a few days in Indianapolis!

Over the years, I have hired and trained many young advisers. I would love to claim that none of them ever move on to another opportunity, but that does happen sometimes. I recently wished a young man well who I originally hired and trained and whose post TFP’s career I have tried to follow. His response is gratifying and affirms the good that we do for peopleboth our clients and our associates. Come check us outeither for a financial review or to explore a career in financial services. You’ll be glad you did.

We had a great day at Eagle Glen receiving high quality training on how to better prepare our clients for their financial journey whether they live, die or face disability or chronic illness

Congratulations to Nung Rigor, our 2018 New Adviser of the Year