Our Process

We help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisors, we can create a custom financial plan tailored to achieve those goals. In addition, we can also provide the insurance and investment solutions needed to implement that plan.

Our Process

REVIEW
At TMB Financial Solutions, we start by listening. What is it you want to accomplish? We aim to understand your current situation, goals and potential obstacles.
PLAN
Once we have a clear understanding of your specific needs, we will create a letter of understanding outlining how to accomplish your objectives, satisfy your expectations, and define our relationship going forward.
IMPLEMENT
After accepting our letter of understanding, we will develop and implement a realistic investment strategy to help you reach your destination.
MAINTAIN
We will regularly review and monitor your portfolio and changing needs. We may propose changes and make adjustments with your approval.

Get Started

QUESTIONAIRES
Please print and complete the following questionaires:
- Customer Profile
- Risk Tolerance
SCHEDULE APPOINTMENT
Let’s start a conversation. Schedule a no-obligation consultation.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

Our Process

Our Process

Get Started

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