TFB’s Wealth Lending Solutions to Meet Business and Personal Needs

TFB Wealth Management Services Wealth Custom LendingTFB Wealth Management offers Wealth Custom Lending to create tailored solutions for every stage of your life.

Credit and risk management are part of our lives. TFB Wealth Management offers credit solutions to help you further your financial objectives while allowing you to protect your current standard of living. In addition to traditional lending solutions, your TFB professional can personalize customized lending solutions, which include loans against marketable securities, specialty financing, and residential financing.  TFB can provide credit solutions to keep your investments intact.

Traditional Loans
Credit solutions structured to work with your financial plan.

Custom Credit Solutions
A TFB Securities-Based Line of Credit provides a simple and efficient borrowing solution by tapping the value of your investments. Securities-based lines of credit can be used for planned purchases or peace of mind when you have unexpected needs. Additional financial planning strategies, such as Life Insurance Premium Financing, may be underwritten to protect you and your family.

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Call TFB Wealth Management Services at:  540-349-0296

NOT FDIC Insured

May Lose Value

No State or Bank Guarantee

Not A Deposit

Not Insured by Any Federal Government Agency