Your Virtual Roadmap to Financial Security & Lifetime Income
Step-by-step guidance to protect your wealth and grow your income for life.
At TFG Tolbert Financial Group, we’ve built a time-tested approach to help individuals, families, and entrepreneurs design reliable lifetime retirement income, safeguard what matters most, and take control of their financial future with confidence.
Our process is guided, intentional, and transparent. Through a series of complimentary virtual meetings, we walk you step by step through your financial landscape—each conversation thoughtfully scheduled and purpose-driven—to bring clarity, alignment, and peace of mind as you move toward your long-term goals.
Free Quick Consult · 15 Minutes
☎︎ Can we help — and do we want to work together?
This is a brief, no-pressure introduction designed to:
- Clarify your goals and expectations
- Understand your needs and challenges
- Determine if we’re the right fit
🧠 We value our time and yours. This call helps protect both.
Discovery · 45 Minutes
🛠 Laid-back, personal, and eye-opening.
This screenshare meeting is all about clarity and connection:
- An open, honest conversation about your personal, professional, and financial goals
- Guidance in building a simple budget and taking inventory of accounts (401(k), IRA, TSP, life policies, etc.)
- Insight that begins connecting dots you may not have seen before
🧠 We value our time and yours. This call helps protect both.
Analyze & Optimize · 30 Minutes
🔍︎ This is where strategy begins.
We take a deep dive into what’s working and what’s not:
- Identify hidden fees, underperformance, and outdated products
- Show how to reposition current dollars for more protection and income
- Clarify the difference between Type 1 accounts (which run out) and Type 2 accounts (which offer guaranteed lifetime income)
📊 Most clients discover they don’t need more money—just better use of what they already have.
Plan Design · 15 Minutes
💡 See your future—on paper.
Here, we present:
- Customized retirement income illustrations tailored to your situation
- A simple, step-by-step path to the lifestyle and legacy you want
- Ongoing adjustments as needed—because this is your plan, and it should always make sense to you
📈 This is where clarity replaces confusion, and you begin to see your path.
Applications Meeting · 30 Minutes
📝 Implementation and protection—all in one.
This meeting covers:
- Electronic application setup for approved solutions
- Protection planning for death, illness, and income longevity
- Full access setup for your direct carrier portals or apps
We offer:
- Simplified issue (no medical)
- Fully underwritten (deeper savings, expanded benefits)
📱 You remain in full control, with direct access to your chosen carriers at all times.
TFG Gives You:
A written, personalized roadmap from today to retirement
A clear estimate of your guaranteed lifetime income
A team of licensed professionals who coach you through every step
Complete transparency—we don’t take or handle any money
Full access to your accounts via secure apps or portals
🧠 We don’t just educate—we execute. But only with the right clients.
We invest time and resources before we ever get paid.
That’s why we only work with people who trust the process, are serious about results, and value professional coaching.
READY TO BEGIN?
Start with your Free 15-Minute Quick Consult.
No pressure. No sales. Just clarity.
Ready to Take Control of Your Financial Future?
Discover how Index Universal Life Insurance can help you grow wealth, reduce taxes, and build a legacy—on your terms.
CONTACT US
support@tolbertfinancialgroup.com
7901 4th Street N., Suite 300
St. Petersburg, FL 33702
Mon–Sat: 10 am – 8 pm EST