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National Client Base

Over the years, we have been very fortunate to have our clients refer their friends, family and co-workers to us - the ultimate compliment to any business. As a result of our client’s trust and generosity, TPG Planning and Asset Management has been able to develop a national footprint of clients that, quite literally, spans from coast-to-coast.

One distinct advantage of a national client base is that we have had the opportunity to be involved in so many different types of client experiences and financial scenarios. By drawing upon such a varied and vast collection of client experiences from across the country, we are able to provide unique insights when addressing the financial issues and concerns that our clients face.

While we are currently licensed in nearly half of the continental United States, we will continue to add additional states – and perhaps offices - to meet the needs of our current and future clients.

TPG Planning and Asset Management is currently licensed in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Minnesota, Mississippi, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Virginia.

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