Traphagen & Traphagen CPAs (an affiliate of TFG) has successfully completed periodic independent quality reviews of its accounting and auditing practice for the past 33 years. The reviewers concluded that the firm complies with the stringent quality control standards set by the American Institute of Certified Public Accountants, the national professional organization of CPA’s. These reviews included an independent assessment of the firm’s quality control policies and procedures, inspections of workpapers and reports of accounting and auditing engagements, inspection of the firm’s administrative files and interviews with professional personnel.
Traphagen Investment Advisors, LLC (an affiliate of TFG) provides fee-only portfolio management services. In contrast, many investment firms accept commissions from the sales of particular products, making it problematic to obtain reliable unbiased advice. Our fees are based on assets under management, not on how many trades are made or what specific investments purchased. Therefore, our loyalty is clearly to our clients, rather than to specific investment products. The result is investment advice and management that is completely independent and objective – advice based solely on the merits of the involvement viewed in light of the financial profile of our client.
TFG team members have a wealth of broad based experience in the accounting and wealth management professions. In addition, our advisors hold the most prestigious credentials in applicable fields of study. These designations include CPA (Certified Public Accountant), CFP (Certified Financial Planners), PFS (Personal Financial Specialist), CGMA (Chartered Global Management Accountant), AEP (Accredited Estate Planner), CITP (Certified Information Technology Professional) and CCPS (Certified College Planning Specialists).
TFG's unique synergy, the collective view of our professionals, is our distinctive competitive advantage. Our professionals have a broad knowledge in numerous disciplines - business accounting, retirement plans, tax strategies, investment management and personal financial planning. TFG's "collective view" approach adds value to every client. This is the strength of our firm.