Smart Decisions, Smart Goals
Services Offered by Natalie
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Natalie
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 6/9/215 out of 5Rating 5.0Natalie is amazing and helped my daughter understand what she was doing for her. She is the best!
- 6/3/215 out of 5Rating 5.0Natalie is amazing!! She is extremely knowledgeable and genuine and is willing to share everything she knows. Thank you so much for helping me get on the proper financial path.Response from Natalie Plant6/8/21Thank you so much Itsia! You're welcome!
- 5/29/215 out of 5Rating 5.0Great customer service. Very detailed in her explanation of the product. Responded in a timely mannerResponse from Natalie Plant6/2/21Thank you for your review Gemma!
- 5/28/215 out of 5Rating 5.0She helped me understand my portfolio in a simple way. I really enjoy learning about money now.Response from Natalie Plant5/28/21Glad to hear it. Thank you!
- 5/26/215 out of 5Rating 5.0She is professional and exactly knows how to listen on what her clients want to achieve upon retirement. Great customer service!Response from Natalie Plant5/27/21Thank you so much!!
- 5/26/215 out of 5Rating 5.0Natalie Plant is the best of the best! Natalie helped my parents with their retirement plan, allowing both my parents to retire earlier than expected. Her passion to help others and have a better understanding of their own financial situation is inspiring, and even sold me to wanting to do this for others. I wish my parents and I had met Natalie earlier, but I am now excited to continue to learn from the best! Thank you, Natalie for all that you do.Response from Natalie Plant5/27/21Love helping your family and so happy to have you working with us! Thank you for the kind words!
- 5/6/215 out of 5Rating 5.0We love working with Natalie!Response from Natalie Plant5/26/21Thank you so much Genny!
- 5/6/215 out of 5Rating 5.0Natalie Plant is professional as well as personal. She is passionate about financial goals and helps others by finding the right options for their financial needs.Response from Natalie Plant5/26/21Appreciate it Aya. I'm so happy to help your family in that way!
- 5/5/215 out of 5Rating 5.0Wow! Where do I start? Natalie Plant is not only an expert in the field of financial services, but she makes it a point to make all of her clients feel comfortable no matter where they are at in their finances. This is the warmth and comfort she afforded me and my family of 5! She helped my husband and I create multiple streams of income for when we retire, she designed amazing life insurance policies for us and our 3 children and she also answered all of our questions (and there were a LOT) in a timely manner. We just really appreciate Natalie, her expertise and her professionalism! And that is why we've been her clients for 5 years and counting!Response from Natalie Plant5/26/21Thank you Noelle!!
- 5/5/215 out of 5Rating 5.0Natalie was a tremendous help in finding the right plan for my husband and finding options that fit our needs. She kept great communication through the whole process. I was also thankful she reviewed existing accounts and went over how they were exceeding the anticipated outcomes. Very helpful and a pleasure to work with.Response from Natalie Plant5/26/21Thank you so much Angel. It is my pleasure as well!
- 5/4/215 out of 5Rating 5.0Impressed with her knowledge & professionalism!Response from Natalie Plant5/26/21Thank you!!
- 5/4/215 out of 5Rating 5.0Every single time that I need help you are there!! Professional, great listener, great customer service, and ALWAYS comes through to help me make my life and my families life better for our future!!!Response from Natalie Plant5/26/21Thank you so much Roz. Happy to help!
- 5/3/215 out of 5Rating 5.0She is amazing and really caters to your needs. She is always there to answer any questions you need.Response from Natalie Plant5/26/21Thank you Bristal!
- 5/3/215 out of 5Rating 5.0Natalie has been amazing in helping us in matters of financesResponse from Natalie Plant5/26/21Thank you so much Pastor John!
- 5/3/215 out of 5Rating 5.0What a pleasure to do business with Natalie! She made me feel like I was her ONLY and MOST IMPORTANT client. She took the time to make sure all my questions were answered.Response from Natalie Plant5/26/21Thank you Maria! I'm happy to help!
- 5/3/215 out of 5Rating 5.0Natalie Plant has provided excellent custom-tailored service to fit our financial situation. She listened to our concerns, goals and provided options that would best fit our short & long term plans. I highly recommend Natalie and her team.Response from Natalie Plant5/26/21Thank you Rudy! Such a great complement coming from you!
- 5/3/215 out of 5Rating 5.0Natalie has been my family's advisor for a little over 6 years. Her knowledge in all areas of finance is exceptional. Our entire family have financial plans in place, thanks to her. The diversification in investing was a plus as we have short term and long term goals in mind. I strongly recommend her knowledge and expertise. I was so blown away with all the financial concepts I knew nothing of.Response from Natalie Plant5/26/21Thank you for your trust Alma. It's my honor!
- 5/3/215 out of 5Rating 5.0I enjoy doing business with Natalie Plant! She is knowledgable, patient, and explains things very well. I have been her client for over 6 years and am blessed that she continues to take care of my family's ever-changing financial needs. I highly recommend her (and I have) to anyone needing financial services.Response from Natalie Plant5/26/21Thank you so much Kristin!
- 5/3/215 out of 5Rating 5.0Natalie is amazing!! She is vey professional and she takes the time to explain everything to us. Thank you Natalie!!Response from Natalie Plant5/26/21Thank YOU, Liz!
- 5/3/215 out of 5Rating 5.0Natalie goes above and beyond to explain any questions I may have, she always texts or calls me back immediately. I'm very grateful for her professionalism and feel I can ask her anything. She's super friendly and knowledgeable which is so different from my past advisors. I always recommend my friends to Natalie, I know she'll take really good care of them.Response from Natalie Plant5/26/21Thank you so much Jayne!
About Natalie's Office
|Day of the Week||Hours|
|Monday||11:00 AM - 9:00 PM|
|Tuesday||8:00 AM - 9:00 PM|
|Wednesday||8:00 AM - 7:00 PM|
|Thursday||8:00 AM - 9:00 PM|
|Friday||8:00 AM - 9:00 PM|
|Saturday||11:00 AM - 8:00 PM|
|Sunday||1:00 PM - 7:00 PM|