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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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