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Your Independent Financial Planning Specialist
Tarra Grazley-Pfister, CFP® founder/investment advisor of TTG Financial Services, Inc. has been granted the designation of Chartered Retirement Plan Specialist by the College for Financial Planning. Tarra has chosen to focus a portion of her business on retirement plans, specifically designing, installing, and administering retirement plans for the business community. As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans—these skills are within your reach with a Chartered Retirement Plans SpecialistSM .
A CRPS® mark sets an advisor apart from other advisors with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Plus, CRPS® should be able to effectively administer retirement plans for businesses and their employees.
For the past 16 years she has been specializing in fee-based asset management, retirement planning and financial planning. She can be contacted at TTG Financial Services, Inc. 3012 4th Ave N Billings. Phone 256-6112
Tarra Grazley-Pfister, CFP® founder/investment advisor of TTG FINANCIAL SERVICES, INC has recently passed Level 1 CFA exam series. The Chartered Financial Analyst (CFA) Program is a globally recognized standard for measuring the competence and integrity of financial analysts. Three levels of rigorous tests require a comprehensive understanding of accounting, economics, and portfolio management, a demonstration of a high level of proficiency in the valuation and analysis of equities and fixed-income securities. A CFA charterholder and candidates are obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct. Tarra is CFA candidate.
*Third-party rankings, designations and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
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TTG Financial Services, Inc. |
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. A balance sheet summarizes your assets and liabilities and reveals your net worth. Use this calculator to estimate the cost of your child’s education, based on the variables you input. Determine whether you should consider refinancing your mortgage. |
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3012 4th Ave N Suite C Phone: (406) 256-6112 or Toll Free: (866)456-6112 |
"Tarra Grazley-Pfister, CFP® " is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states ARIZONA, COLORADO, MISSISSIPPI, MONTANA, SOUTH DAKOTA, TENNESSEE, TEXAS, WASHINGTON AND WYOMING. No offers may be made or accepted from any resident outside the specific states referenced.
Tarra Grazley-Pfister, CFP® is also separately registered as an investment adviser representative under TTG Financial Services, Inc. a registered investment advisor, offering advisory services in the state of MONTANA. TTF Financial Services is not affilliated with Royal Alliance Associates.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.