Our Services

A Broad Perspective

Money means different things to all of us. We come from unique backgrounds with distinct needs, values, and ideas for our future. Of course, there are general goals that we may share, however, we try not to make assumptions about the clients we serve.

That's why, at TFG Kauai, we make it our priority to get to know you as a person. We want to understand your goals and what drives you to obtain them. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your investments and financial plan, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your plan reflects your current life circumstances. We are of the opinion that financial planning works effectively over the long term.

Retirement Planning

Accumulation

Evaluate your current financial situation and create an accumulation strategy that will help you work towards a desired retirement lifestyle. Maintaining a comfortable retirement lifestyle depends on the money you save, the investments you make, and the assets you accumulate during your Accumulation Phase.

Income Planning

We have many years of experience in successfully planning for retirement and building sustainable retirement income streams for our clients. The transition from accumulation to spending down one’s “savings” can be emotional. With a clear plan in place, we take the financial stress out of the picture so you can focus on the important matters.

Investment Planning

Review of investment needs, asset allocation, and the suitability of different types of securities considering your goals and risk tolerance.

Tax Planning

Consider the tax implications of individual, investment, or business decisions, usually with the goal of helping to minimize tax liability. We work collaboratively with your accountant.

Risk Management

Help minimize financial and other losses potentially associated with risks to your assets, business, or health.

Estate Planning

We ease your estate planning process. We work closely with your attorney, accountant, and other trusted professionals to help address all your estate planning needs. We help create your master plan for the management of your assets and property during your lifetime, and the orderly distribution of your property at death.

ESG Investing

Many of our clients have chosen to align their investment needs with their personal values and societal concerns. There are no hard and fast answers in this rapidly changing arena, but we promise to listen and assist in any implementation.

Giles has been passionate about ESG investing long before it became mainstream. His approach to environmental, social, and governance investing focuses on understanding his clients’ values. Building sound ESG portfolios requires rigorous due diligence. Giles relies on the Commonwealth’s Investment Management and Research teams to help guide his decision-making.

Learn More

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.

Client-Centered
Financial Planning Advice

The Financial Planning process begins with an Initial Consultation.

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