Pursue Your Financial
Confidence

TFG Kauai is committed to delivering financial planning solutions tailored to your needs.

Welcome to TFG Kauai, LLC.

We are an Independent Financial Advisory firm that is dedicated to helping clients establish and reach their long-term financial goals allowing Financial Clarity. Financial planning and asset management that give you the freedom to do what you love.

Our mission is simple—to help you pursue your unique financial goals.

Our Role as Fiduciary

Our Role as Fiduciary

A fiduciary is a person or organization that acts on behalf of another person or persons, putting clients’ interests ahead of their own. We are a fiduciary, and as such bound both legally and ethically to act in your best interest. Every solution and strategy we develop, as well as every recommendation we make, serves to advance your goals and your vision. Reflective of our role as fiduciary, TFG Kauai is a fee-based advisory firm; we are compensated by our clients only, not by any third party. Our transparent structure means you can be confident in the knowledge that our recommendations are in your best interest.

Your Trusted Guide

We’re a local, independent wealth management firm with multi decade experience in the financial planning industry. We are supported by the award-winning efforts of Commonwealth Financial Network®, which we rely on for its advanced planning and investment research capabilities.

Resources

Client-Centered
Financial Planning Advice

The Financial Planning process begins with an Initial Consultation.

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