Welcome to The Financial T

Why yes, we'd LOVE to train your employees!!

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Introduction to Financial Planning

Introduction to Financial Planning

Introduction to Financial Planning

Our very first course! This shares not only why to have a planner, but what to look for in one.

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Employer Sponsored Plan Training

Introduction to Financial Planning

Introduction to Financial Planning

Need employees to FINALLY understand exactly why to max your offered match? We got you!

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One-on-One Counseling

Introduction to Financial Planning

One-on-One Counseling

We'll give your employees 30-minutes one-on-one financial counseling after each course.

Capabilities Overview

Your Trusted Friend!

Your Trusted Friend!

Your Trusted Friend!

The Financial T is an independent agency. We  sell NO insurance or investment products during our training sessions.  

Objective Advice

Your Trusted Friend!

Your Trusted Friend!

When the employees are given objective information, they can make the best decisions for themselves. This is not only to their benefit...

...but for yours!

Your Trusted Friend!

...but for yours!

Implementing "Tina's Tidbits" will give an opportunity for a better retirement for the employees, but a tax break for you, the employer.

NAICS Codes

Products and Services Codes

...but for yours!

611430 Professional Management  

523930 Investment Advice 

523999 Misc Financial Investment Activities  

Products and Services Codes

Products and Services Codes

Products and Services Codes

B547 Special Studies/Analysis-Accounting/Financial Management

R710 Support – Management: Financial

SWaM/SDVOSB

Products and Services Codes

Products and Services Codes

We are a 100% women-owned small business. We are also a Service Disabled Veterans small-owned business.

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We'll Come to You and Train

Our courses have been very interactive, fun, and informative! We can't wait to train and serve your corporation or government agency today!