TPC Financial, LLC
TPC Financial is a family owned wealth management firm located in Jupiter, Florida and founded on the principles of integrity and trust. Our founders, Tinamarie and Payton Collins have been working with clients in the tax and financial services industry for over 25 years. Together, they form a strong and experienced team enabling them to deliver holistic tax and wealth management services with a personal and confidential touch. At TPC Financial, our focus is to serve others. When you partner with TPC Financial, you will experience a dedicated and highly talented team of specialists motivated to help you achieve your financial goals and deliver on the promises you have made to your loved ones.
No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. Our approach is to help our clients make wise financial decisions. Our ultimate goal is to make sure you achieve your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies built within a planning process and are always looking for the most cost-efficient, high-value ways to manage your money.
Unbiased
Advice
We are a local independently owned firm with no allegiance to anyone but our clients. There is no "home office" giving us a list of products or services to promote or push. Our advice is totally centered on our clients' goals.
Digital Advisor
Services
TPC Financial was founded on the premise of delivering comprehensive wealth management and tax services to you from the safety and security of your own home. Through encrypted and secure technology, and utilizing video web conferencing, our professionals offer concierge-like service to your family to ensure that you are on track to reaching your financial goals. Our services include, financial, insurance, and investment planning as well as tax and accounting services.
Disciplined Approach to Investing
We believe a disciplined, conservative, balanced and uncorrelated approach to investing is essential in obtaining financial independence. We understand each individual has different financial needs and goals and we design a plan best suited for your needs.
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.