Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Contact Us
    Contact Us

      RiskPro 

      When you work with TPFG, we give you access to an interactive digital risk profiling and portfolio-building software. 
      Whether you prefer an "easy button" approach to diversified portfolio building, or you'd rather personalize your models further, we've got your back with the options you need to deliver. 
      In addition, RiskPro monitors the volatility of every portfolio so that you're alerted if an account moved beyond the risk tolerance your client is comfortable with!

      TECHNOLOGY SOLUTIONS.
      Advanced platforms designed to streamline your operations and enhance client interactions.
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      CLARITY FROM COMPLEXITY.
      This investor cycle of emotions has a common thread, a simple lack of understanding. With Perpetual Suitability® at its core, RiskPro is built to reverse that cycle and restore confidence and accountability in the investment decision-making process.
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      ONE OF A KIND.
      Strategy PLUS is the ONLY multi-manager, multi-strategy Turnkey Asset Management Platform designed specifically for the self-directed brokerage market and the retirement plan investor.
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      Accelerate Business Growth with Expert Guidance.

      Our regional consultants and service teams are experts that provide individual attention to you and your business at every stage. 

      Your needs and your client’s goals are at the center of everything we do.

      Consider TPFG your trusted collaborator, providing hands-on, personalized guidance.

      Years

      Seasoned Professionals

      Billion

      Assets under management

      Number of investors we serve

      Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS® is a registered mark of MFS Investment Management. J.P. Morgan is a proprietary mark of J. P. Morgan Chase & Co. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Janus Henderson Investors is a proprietary mark of Janus Henderson Group PLC. Invesco is a proprietary mark of Invesco Ltd. Counterpoint is a proprietary mark of Counterpoint Asset Management, LLC. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., BlackRock Inc., MFS Investment Management, J.P. Morgan Chase & Co., FMR LLC, Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, Meeder Investment Management, Janus Henderson Group PLC, Invesco Ltd. or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by Pacific Financial Group.