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110 East 10th Avenue, Belton, TX 76513

(512) 346-1223
kdavis@cfiemail.com
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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients with a wide variety of needs as they maneuver through the complex financial services world.

Finding Your Fit

TBG Wealth Management is a full-service financial firm committed to helping our clients pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing comprehensive financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.

Client Centered

Please call us if you have any questions about our firm or the range of financial products and services we provide. We have worked hard to develop relationships with a variety of financial services companies, so if we don’t have a product or service, we know someone that does.

Advantages of working with our office:

  • Absolute client confidentiality
  • Qualified, experienced, professional consultant
  • Unbiased advice
  • A "client first" service oriented financial planner
  • Professional referral network


Articles Of Interest

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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