Getting Started & Transition

We are dedicated to helping you make the transition to becoming a TFG representative. Here, we aim to get you off to a fast start, getting your business up and running as quickly as possible so that you can begin helping clients move even closer to realizing their financial goals.

Our team is ready to help you get licensed, become a Registered Representative and/or an Investment Advisor Representative, recommend helpful marketing materials to get you started, and much more. Having a team whose sole responsibility is to get you started with TFG ensures a more streamlined, simplified transition to our financial organization.