Welcome

Take Charge Financial! – This is What Happens When You Work With Us.

• Is your first objective to hold on to your money – and your second one to make a profitable return? 
• Is it comforting to know that when your money is invested it is watched daily? 
• Would you like to simplify your investments and know just what they are producing for you at the end of each quarter or more often? 
• And, would you like the money manager to be responsible to you for investment performance? 

This is called ‘Active Money Management’ – and that’s what we do at Take Charge Financial!

At TCF! the stock market, bond market and commodities market are the tools we use to create a return for your dollars – and all of our Clients achieve similar results, because all money is managed in a consistent way.  We make investment choices using broad market index investing to capture dynamic market moves.  Short-hand: your money with us is invested just like everyone else’s money with us – and our purpose-driven function is to see that everyone gets good results. And, we report just what is happening in investment performance each quarter – so you can know where you are – it all makes sense. 

We are committed to your financial achievement – for your IRA account, 401(K) rollover, money from earnings or inheritance or investment management – it all needs to grow.  Whether the markets are on the upswing or downswing – TCF!’s active money management model is established to create growth in your investing position.  Let us help you put your financial life into perspective – so you take charge of your financial return.

Stop by the Castle or call TCF! for your personal attention at (408) 399-6600.