WELCOME TO TOUCH FINANCIAL GROUP
Just as our name suggests, we’re dedicated to providing financial planning and advice with a human
touch. Our planning process involves much more than analyzing the numbers and keeping up with
the markets - we believe in the power of personal connection as we build a relationship with you. Far
from a disconnected transaction, we lead with a process that centers around understanding you
and creating a financial plan that best supports your life, family, and future. Together, we work toward
addressing your concerns, achieving your goals, and getting in touch with your deeply-held values.

Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

18 Years’ Worth of Days

A Bucket Plan to Go with Your Bucket List
