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Home > Financial Services > Stock Brokers > Tbg Financial
Tbg Financial
Tbg Financial is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company was founded in 1982, with billions of dollars in nonqualified deferred compensation plan assets. Tbg Financial is the nation’s leading provider of customized nonqualified deferred compensation plans with Hundreds of customized plans, Tens of thousands of plan participants, Open architecture proprietary systems dedicated to NQDC plans, Offices around the country, Centralized administration based in Los Angeles.
Tbg Financial Insurance Services Corp., an SEC registered and NASD member broker dealer. Securities offered through Tbg Financial & Insurance Services Corp. Tbg Financial have specialized in providing strategies and services related exclusively to nonqualified plans. Today, they administer hundreds of nonqualified plans with tens of thousands of plan participants. For highly valued employees, nonqualified plans pick up where qualified plans leave off. There are many different types of nonqualified plans, an endless number of plan design variations, and numerous informal funding strategies to hedge and offset the liabilities these plans can create.
Tbg Financial recognizes that expert, objective investment advice is a key to achieving long term financial goals. Tbg Advisors is truly distinctive. They are a Registered Investment Advisor integrated with your nonqualified benefit plan. Depending on the level of service selected, Tbg Advisors offers expertise in a variety of areas, including: Employee Benefits Review, Investment Allocation Strategies, Income Tax Planning and Preparation, Retirement and Cash Flow Planning, Life and Disability Insurance Assessments, Property and Casualty Insurance Review, Estate Planning.
The Financial Counselors at Tbg Advisors also benefit from seamless access to Tbg Financials systems and tools. Section from the federal tax code, specifically, Internal Revenue Code Section 401, subsection k. A 401 k Plan is a retirement plan that allows you to save toward retirement on a before tax basis.
Their organization is comprised of experienced professionals from the following disciplines Actuarial Science, Compliance, Executive Communication, Finance, Financial Planning, Human Resources, Information Systems, Law, Plan Administration, Public Accounting, Securities Analysis, Top tier Consulting. The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of employees, and to providing industry leading quality of service to customers.
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