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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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Resources

Here are some useful resources to help you:

Useful Websites

TAXES:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Resources

  • Useful Websites
  • Financial Calculators
  • Articles

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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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