HAVE NEVER INVESTED
HAVE ZERO SAVINGS
HAVE NO INSURANCE
SAFETY STABILITY SECURITY
At TRG our focus is exclusively on you. We are not tied to any one carrier, company, and/or product. You are TRG - and our relationship is what makes us work effectively.
Full range of solutions to accomplish your financial goals.
Strategic and creative thinking is our normal - we often find ways to accomplish goals others overlook or have not considered.
Nearly 50 year family legacy and passion for delivering financial security to individuals and businesses.
Solutions that start with unbiased and open discussions about your needs and goals.
Learn More About Our Financial Strategies
Protect your retirement income with solutions designed by TRG.
Saving for your retirement is one thing, but setting up accounts in ways that will provide dependable streams of retirement income is another. Protect yourself from unnecessary taxes in retirement. Tax efficiency and tax free income are important when it comes to protecting yourself from outliving your retirement income. TRG will work with your CPA and other financial advisors, to help you make decisions that are right for you.
How can you enjoy a lifetime of tax-efficient income?
Our goal is to shift your taxes into the “Tax Never” bucket.
Clients come to TRG to discover how to reduce their tax liabilities. For most people, their assets fall into one of two categories, or what we call “buckets”. One, the TAX TODAY bucket - such as stocks, bonds, mutual funds. Two, the TAX TOMORROW bucket - such as IRA’s and 401K’s. However, there is a third bucket in which most individuals don’t have any assets - a bucket that we refer to as the TAX NEVER bucket.
Our focus is on ensuring that our clients have a diversified tax strategy by repositioning some of their assets into the TAX NEVER bucket. Having assets in the TAX NEVER bucket can help you avoid feeling the effects of future tax increases (which are likely to occur) and allow you to mitigate, and even eliminate, paying unnecessary taxes throughout your retirement years.
Superb Custom Homes
Eric has a level of personal commitment to his client's well being and depth of industry knowledge that is unsurpassed. I sleep better at night knowing that Eric has help put measures in place to support and protect my family.
I went to Eric years ago to help organize my finances and to make plans for my future. His investment advice and money management skills helped me plan for retirement. Eric's experience and knowledge of the industry let me know that my previous counselors weren't very up to date in their thinking. I highly recommend Eric to anybody looking for honest and intelligent answers to all things financial.
VP-Dianamic Abrasive Products
I have been working with Eric for over 16 years and not only is he a pleasure to work with professionally, he has become a friend personally. His knowledge of the industry and all things financial are second to none. He stays on top of things regularly-most importantly through changing times and environments. I appreciate Eric and am lucky to call him my advisor and friend.
WHAT IS TRG?
One of the nation’s leading providers of insurance, money management, life settlement solutions, consulting, and alternative investments.
EXPERIENCE & EXPERTISE
Nearly 50-year family legacy and passion for delivering financial security to individuals and businesses. Between owner Eric Rosenfeld and his father, TRG has seen good economies, bad economies and everything in-between.
& CUSTOMIZED SOLUTIONS
Eric works with individuals, business owners, and professionals to customize solutions that stand the test of time. Eric’s unique combination of tax, insurance, and investment knowledge helps his clients consistently exceed their financial goals.
TRG has advised thousands of individuals and business owners since 1992.
TO EVERY CLIENT
Eric has successfully built the firm client-by- client, developing a reputation in the industry for serving the best interests of each and every one of these clients.
LIFELONG LOVE OF THE INDUSTRY
Eric earned his B.A. in Finance from Michigan State
University and began his career in financial services while in college. His love of the industry started much earlier, though, on his father’s office couch when he was 13.