Toce Financial Group

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

[Toce Financial Group @ToceFinancial]

Want to see how our boutique, independent RIA invests client money? 👇

[Toce Financial Group @ToceFinancial]

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!

[Toce Financial Group @ToceFinancial]

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 https://t.co/22ElBh1Okc to start today.

[Toce Financial Group @ToceFinancial]

Check out TFG's own Blake Eiermann's article about the importance of context in financial decision making.

@Blake_TFG talks about how you can make a financial move for a perfectly logical reason, but still face disaster.

The article also includes a brief Case Study section for more clarity.

Check it out today: https://t.co/TmmmkA2tJ6

[Toce Financial Group @ToceFinancial]

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 https://t.co/mnXxfdkQOY today!

[Toce Financial Group @ToceFinancial]

Check out the interactive Personal Budget Calculator tool in our recent blog post which shows you how TFG helps you go from a 'Budget' to a 'Financial Plan' with @RightCapitalHQ.

https://t.co/wXGTWduXy2

[Toce Financial Group @ToceFinancial]

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 https://t.co/22ElBh1Okc today.

[Toce Financial Group @ToceFinancial]

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!

[Toce Financial Group @ToceFinancial]

Ready to put the power of compound interest to work for you?

Connect with TFG at https://t.co/mnXxfdkQOY today.

[Toce Financial Group @ToceFinancial]

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 https://t.co/22ElBh1Okc to get the ball rolling.

[Toce Financial Group @ToceFinancial]

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 https://t.co/22ElBh1Okc or sending us a DM today.

[Toce Financial Group @ToceFinancial]

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 https://t.co/22ElBh1Okc today.

[Toce Financial Group @ToceFinancial]

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 https://t.co/mnXxfdkQOY or send us a DM to get started.

[Toce Financial Group @ToceFinancial]

Happy St. Patrick’s Day from the TFG team to you! 🍀🪙

We all enjoy a little luck, especially on St. Patrick's Day.

But remember that oftentimes, what looks like 'luck' is actually consistent effort that compounds over time.

That's why when it comes to building wealth, the people who win aren’t necessarily the lucky ones.

They’re the consistent ones who are patient and make smart moves each day.

So if you want to start making the decisions that play the long game and don't rely on luck, we can help!

Connect with us by sending us a DM or visiting https://t.co/22ElBh1Okc today.

[Toce Financial Group @ToceFinancial]

Roth vs Traditional IRA: a very common question.

It's answered in this video by @AJToce, Founder of Toce Financial Group.

Get more information by connecting with us via DM or by visiting https://t.co/mnXxfdkQOY today.

[Toce Financial Group @ToceFinancial]

As we enter #MardiGras weekend, all of us at TFG are wishing you a safe and Happy Mardi Gras ahead! 🎭

Laissez les bons temps rouler! 🙌

[Toce Financial Group @ToceFinancial]

@AJToce, Toce, Founder of Toce Financial Group, talks about how recent events have made some people question whether it's better to buy Gold or Bitcoin or Stocks - or even if they should be selling.

He describes how oftentimes, the real advantage lies in simply holding still and not transacting, because middlemen make money off of each transaction - whether it's a buy/sell or good/bad for your portfolio.

Let's connect if you want to talk more about how each decision can impact your portfolio and what a prudent financial plan looks like - send us a DM or visit our website [ https://t.co/22ElBh1Okc ] to get started today!

[Toce Financial Group @ToceFinancial]

We had a little fun today with the 'Caricature' trend - what do you think of how it came out?

[Toce Financial Group @ToceFinancial]

Check out this blog written by TFG's own @Blake_TFG, which discusses some of the advice you'll hear from 'Financial Gurus' or 'Finance Bros' with his own analysis👇

https://t.co/VKqiZgMPuD

Helping you is our #1 mission, so if the information we create helps you become more proficient in your own financial life, then we encourage you to follow/subscribe/and connect with us on our other platforms - and we'd love to hear from you!

[Toce Financial Group @ToceFinancial]

Making sure your Financial Advisor is a good fit for you is important, as @AJToce describes in this video.

There is a spectrum of expertise and education in the advisory field, so it's an important decision.

You can connect with us at https://t.co/mnXxfdkQOY for more info.