Becoming A Client

“Coming together is a beginning. Keeping together is progress. Working together is success.” – Henry Ford

A GOOD FIT


Compatibility is the first step in establishing a healthy, long- term relationship. The TTC team spends time with their clients; calling regularly, hosting celebrations and enjoying life with them. Our advisors work by referral and with people who see the value in how we serve them. The TTC team enjoys relationships and their clients never feel like a corporate number. If after reading through our website you feel you may be a good fit, but we don’t share a mutual friend, please contact us directly.

DESIRE FOR CREATIVITY


There are no templates at Totus Tuus Consulting. Our clients are open to new and creative solutions, therefore we work as a team to create the most innovative plan possible for your retirement. Volatility in the world economy and ever-changing rules for IRA accounts, are just two factors contributing to the redefinition of retirement. Each client is different therefore each client enjoys a personalized retirement plan.

EXQUISITELY CRAFTED


As a team, we spend long hours huddled over a single case until all of the pieces of a client's puzzle is crafted together perfectly. In order to provide this unique value we limit the number of clients we advise – quality must triumph over quantity. A successful retirement plan requires more than just products, it takes a team of experts committed to customizing based on life goals.