Who We Serve

We serve a variety of clients with differing backgrounds, experiences and situations. To see some of the services that we offer to our clients, please visit our Areas of Expertise section. Some of the markets of clients that we work with most commonly include:

Asian-Indian Market

The South Asian community, comprised of people from India, Pakistan, Bangladesh, Sri Lanka, Nepal and Afghanistan, in the United States continues to grow and prosper. Even in the midst of uncertain economic times, your commitment to protecting family, building businesses, educating children, and caring for elder family members are enduring values. Through our agents, products, and services, we are equally committed to helping you protect what matters most through life insurance, as well as helping you develop a solid investment plan and a retirement strategy that can provide a guaranteed income for life.

Young Professionals

We've been working hard to develop a new website to serve our clients better. This section is still being edited and refined, but check back soon for updates.

African American Market

Today, as more and more African Americans are building wealth – creating assets to benefit their families, religious and social communities, businesses, educational institutions, and future generations — they are seeking knowledgeable professionals who can help them make sound financial decisions. We know how to provide personal solutions that benefit current and future generations – helping you to build, protect and preserve your assets.

Eastern European Market

Sofia can write and speak fluent Ukrainian, Polish and understand Russian.

South Asian Market

The South Asian community, comprised of people from India, Pakistan, Bangladesh, Sri Lanka, Nepal and Afghanistan, in the United States continues to grow and prosper. Even in the midst of uncertain economic times, your commitment to protecting family, building businesses, educating children, and caring for elder family members are enduring values. Through our agents, products, and services, we are equally committed to helping you protect what matters most through life insurance, as well as helping you develop a solid investment plan and a retirement strategy that can provide a guaranteed income for life.

Women's Market

Mother, partner, wife, career woman, business owner, caregiver, coach, breadwinner, chief financial officer for your family…and we’re just scratching the surface. The number and variety of roles women play today is astounding. So is the speed at which you’ve got to switch from one role to another and back again, without breaking a sweat, missing a deadline, or being late for a soccer game. No matter the role, you know you want to plan for a better tomorrow for yourself and your family.

Physicians Market

LGBT Market

Getting married, sending a child off to college, achieving financial independence, becoming an entrepreneur, helping your community thrive, leaving a legacy for future generations—these are only a few of the many dreams we aspire to. Whether your dreams are simple or ambitious, at TDG Financial LLC we understand that everyone has them. We are a proud supporter of the LGBT community and extend our continued support to educate, empower, and protect all communities.

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