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Proactive Planning

for ever-changing environments

Helping You

maintain prosperity for life

Our Mission:

wealth management for your best life

Helping You

manage the changing face of life

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Business owners

Besides the entrepreneurial spirit, business owners also share more complex situations that benefit from a multidisciplinary team. At T/R, we are constantly meeting and vetting complementary professionals that can help us help you.

 

Nuclear Power Professionals

Nuclear power is an industry that is special and unique, as are its professionals. With 25 years of commercial nuclear power experience, the professionals at T/R are here to help you.

 

Federal government employees

Federal government employees often have retirement considerations that are different from the mainstream investor. With a knowledgeable Wealth Advisor located in Washington, DC, T/R is ready to assist you.

 

2018-12-17 Paul Kluskowski - Second Opinion - Virtual Business Card - Minneapolis MN - V03 4k.mp4

 

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Our Approach

We are dedicated to providing investment management and strategic wealth planning to our valued clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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2238 Pioneer Trail
New Richmond, Wisconsin
54017 United States

Past performance is no guarantee of future results. This material is provided for informational purposes and is not intended to provide specific investment advice. Rather, it is intended to be educational and supplemental to an ongoing Investment Advisory relationship. It contains our current opinions and those are subject to change.

Information and graphs are derived from sources deemed to be reliable but are not guaranteed. Investing involves risk, including but not limited to loss of principal. This is not a solicitation to buy or sell any security, strategy or product. And, the principals, associates and/or employees of T/R Financial Management Group, LLC may have positions in any or all of the securities mentioned.

TR Financial Management Group, LLC, is a registered investment adviser in the State of DC, GA, MD, MI, MN, VA, WI. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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