Therese Govern Financial Advisors LLC
Therese Govern Financial Advisors LLC is a financial planning and investment advisory firm focused on the financial challenges of retirement.
Retirement is a serious undertaking. Our goal is to help you prepare financially, make sensible financial decisions along the way, and manage the challenge of making your money last.
TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life. This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.
TGFA's primary service combines investment management with financial planning, delivering a comprehensive approach to your money and your life. This service is anchored in the ongoing, continuous management of your investment portfolio, and informed by a thorough understanding of your goals, circumstances, cash flow, and tax situation.
There are many things we can help you plan: for example, constructing a portfolio to supply your annual cash needs, or converting an IRA to a Roth in a low tax year. And then there are things you must simply react to: the death of a spouse, a sudden inheritance, historically low mortgage rates, to name a few.
Therese's job is to help you plan for the knowns and deal with the unknowns when they come. The goal is to see you retired: informed, prepared, and confident.
The firm is not taking new clients.