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Our Why

Here to listen and speak your language.

Finances can be confusing. By breaking down complex concepts into digestible information, we help you understand and feel good about the management of your money. 

 

Our philosophy centers on you. We take a multi-faceted approach that encompasses your investments, tax, legal, financial planning, and insurance needs to ultimately determine…

What is your money for?

How much do you truly need to retire?

What is the most efficient way to transfer your assets to the next generation?

We recognize that true financial well-being goes beyond managing investments. That’s why we design personalized financial plans, seeking to optimize both cash flow and investments, aligning them seamlessly with your specific goals.

 

Committed to you, your business, and your family. 

 

TCG Financial, LLC​

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1910 120th Place, Suite 201, Everett, WA 98208 | (425) 316-6905

 

Investment advice offered through Integrated Partners, a registered investment advisor, and its investment advisor representative, Dustin Metcalf.

Dana Lashbaugh, The CPA Group, PLLC, and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Dana Lashbaugh, The CPA Group, PLLC, and its individual partners are separate entities from Integrated Partners. Dana Lashbaugh, The CPA Group, PLLC, and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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