@ToceFinancial

Building in plain sight. | Current stats: 140 clients, $21mil AUM | Current Tech: @altruist @wealthbox @rightcapitalhq

 New Orleans, Louisiana
tocefinancial.com
Joined September 2019
  • Tweets407
  • Following135
  • Followers181
This week we celebrated TFG's own Gianni Toce's birthday! Whether he is helping a client navigate their financial future or dominating on the jiu-jitsu mat, you can count on @TheBlindSeer_ to give his best effort to achieve whatever goal is in front of him. Thank you for everything you do here at TFG for our clients, Gianni - we appreciate the level of service and expertise you bring to the table. Here's to weekend of Happy Birthday celebrations ahead!
A photo of Gianni Toce from TFG with Happy Birthday, balloons in TFG's colors, and a TFG logo

ALT A photo of Gianni Toce from TFG with Happy Birthday, balloons in TFG's colors, and a TFG logo

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One change can make a huge difference over the long-term. The sooner these decisions are made, the more time they have to compound. So if you want to talk to a professional about your situation and what changes might make a huge difference for you over time, let's connect! Visit tocefinancial.com to start today.
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Access financial tech and tools with TFG that's optimized for your life. Everything from tracking your budget, goals, and investments is neatly organized and effortlessly intuitive. Get connected and learn more at tocefinancial.com today!
🤖 Made with AI
A graphic with a screenshot from RightCapital on a smartphone that highlights advantages to TFG, like being a Fiduciary 100% of the time, automated TaxIQ strategies, transparent fees, and having your financial plan in your pocket. The graphic highlights that with TFG, your money works on auto-pilot with financial tech once reserved for the ultra-wealthy.

ALT A graphic with a screenshot from RightCapital on a smartphone that highlights advantages to TFG, like being a Fiduciary 100% of the time, automated TaxIQ strategies, transparent fees, and having your financial plan in your pocket. The graphic highlights that with TFG, your money works on auto-pilot with financial tech once reserved for the ultra-wealthy.

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Curious about #TaxLossHarvesting and how it can help your investment portfolio? At TFG, you get access to TaxIQ from @altruist to help ensure you're getting the most out of tax loss harvesting. You can start taking advantage of this tool and other financial technology tools by connecting with us at tocefinancial.com today.
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Chocolate eggs disappear fast. Nest eggs don’t. The difference is that one is enjoyed in the moment while the other is built for the future. Today, both are important. Happy Easter from TFG!
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Ready to put the power of compound interest to work for you? Connect with TFG at tocefinancial.com today.
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Using modern financial technology, you're able to seamlessly automate your financial plan with TFG. Because it's not just about building wealth - it's about living your life without having to set reminders to update spreadsheets, transfer money, or calculate expenses. Each day you wait is another day of compound interest lost, so connect with by sending a DM or visiting tocefinancial.com to get the ball rolling.
A graphic titled "Master your budget and achieve your goals with Rightcapital and TFG". It includes 4 sections: visualizing your net worth, mapping your cash flow, monitoring progress, and getting personalized snapshots.

ALT A graphic titled "Master your budget and achieve your goals with Rightcapital and TFG". It includes 4 sections: visualizing your net worth, mapping your cash flow, monitoring progress, and getting personalized snapshots.

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Relying solely on your 401k? You could be leaving a lot of money on the table. Not all 401ks are created equal and you might be paying for things you don't want, need, or even use. Getting clarity on where you financially stand and where there's potential to grow is a huge part of what TFG helps with. One small tweak today could make a massive shift over time, so learn what's possible in your financial future by connecting with us at tocefinancial.com or sending us a DM today.
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Big firms manage billions, but that doesn’t mean they’re built for you. When scaling 'the company' becomes the priority, personalization and your service becomes the casualty. TFG exists to connect young professionals to the same financial tools and tech once reserved for the ultra wealthy, but with the same care and individualized precision only a small firm can provide. Want to learn how we make this happen? Get started at tocefinancial.com today.
A graphic split into two sections: one is the old way, wall street's complications. The other is the TFG way: simplified and modern. The Old way includes methods that are confusing and intimidating with impersonal service and expensive, outdated tools. The TFG Way includes automated clarity, unmatched care and precision, plus elite tech for every client.

ALT A graphic split into two sections: one is the old way, wall street's complications. The other is the TFG way: simplified and modern. The Old way includes methods that are confusing and intimidating with impersonal service and expensive, outdated tools. The TFG Way includes automated clarity, unmatched care and precision, plus elite tech for every client.

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Clients come first at TFG. ✅ If it's time to get true financial clarity and put your money to work for you, we'd love to help. Visit tocefinancial.com or send us a DM to get started.
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