The Tower Group team cares deeply about sheltering our clients from financial drama. We achieve that by working closely with you to create a financial foundation strong enough to sustain you through every stage of life.
Our hands‐on process, underpinned by the proprietary Wealth Creation System™ shown here, delivers quality advice in terms you can understand while nurturing your growing sense of security about the future.
We ensure that your financial plan keeps pace with the changes in your life, becoming more comprehensive and more integrated with the passage of the years. Your goals and dreams will benefit at every stage along the way.
Click on each model in the image below and learn how to: Build a Foundation, Accelerate Growth, Create a Legacy
You are living according to what matters most to you. You've mastered both lifestyle awareness and saving and are deep into the planning for when work becomes optional. Our process will allow you to continually refine and improve the balance between needs, wants and your lasting legacy and estate plan.
You’ll want to leave a positive and lasting influence for your family and loved ones.
We build upon your foundation and develop a financial plan that manages progress towards milestones and achieving your big goals. We challenge you to define wealth and what a quality life means to you and work as a team to achieve a bigger future. When the time is right, we will direct your wealth plan into the Legacy phase.
There is a lot of drama that can unfold around wealth and risk ‐ knowing how to protect yourself from it is key to any financial plan. Protect your ability to continually grow by addressing the fundamentals of proper planning. The end result will be progression upwards, on to the Growth Model.
Sometimes life is extremely challenging and we were so proud to have impacted our client’s life in such a profound way: “Pam and Kelly arrived at our door with meals and financial guidance while we were battling cancer. They helped us put contingency plans in place and assisted in freeing up some of our funds so they were available as needed. They helped ease some very serious burdens and brought us peace of mind.”