5830 Granite Parkway, Suite 200, Plano, TX 75024

972-777-6623
TFR Wealth Management, LLC Home
TFR Wealth Management, LLC Home
  • Home
  • Disclosures 
    • Important Disclosures
    • Privacy Policy
  • About Us 
    • About Us
    • Team
    • Wealth Management in 60 Days
    • Strategic Partners
    • Contact
  • Wealth Management  
    • Private Wealth Management
    • Insurance Planning
    • Trust & Estate Planning
    • Family Leadership
    • Planned Giving
  • Business Services  
    • Transition - Exit Planning
    • Business Consulting
  • Login

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Have A Question About This Topic?

Thank you! Oops!

Related Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Contact

Toll-Free: 800-765-0397

Office: 972-777-6623

Fax: 972-379-3323

5830 Granite Parkway

Suite 200

Plano, TX 75024

TFR_Team@tfr-inc.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory services are provided through TFR Capital, LLC. an SEC Registered Investment Advisor | 5830 Granite Parkway, Suite 200, Plano, TX  75024 | 800.765.0397 | TFR Capital, LLC is a Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of TFR Capital, LLC by the SEC, nor does it indicate that TFR Capital, LLC has attained a particular level of skill or ability.

Financial professionals associated with this site are registered to offer advisory services in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only. Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.

TFR Capital, LLC and TFR Wealthmanagement, LLC are separate entities.

This website is for informational purposes only and should not be considered a solicitation by TFR Wealth Management, LLC or TFR Capital, LLC to transact business in any jurisdiction in which it is not excluded or exempted from the registration as an investment adviser or in which TFR Wealth Management, LLC or TFR Capital, LLC has not complied with any registration or filing requirements.

Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest.  FMG Suite is not affiliated with the named representative, broker-dealer, state, or SEC registered investment advisory firm.

As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. TFR Wealth Management, LLC and TFR Capital, LLC assumes no liability for transactional messages sent through this system. 

www.finra.org

www.sipc.org