50+ Years of Experience
Join the TTG Alliance
And Unlock a New Revenue Stream
The TTG Financial Services Alliance gives you access to investment, 401(k), and financial planning revenue — all without the hassle of registrations, testing, or E&O insurance.
50 Years Business
A Smarter, Simpler Way to Expand Your Services
About the Alliance
TTG Financial Services Alliance is a cooperative partnership between non-security licensed insurance agents and our expert Fee-Only financial planning team. You bring the client relationship — we handle the planning, marketing, sales, and compliance.
No E&O headaches
No registration or compliance burden
No setup or ongoing fees
Turn Relationships Into Revenue — Seamlessly
Let Us Handle the Heavy Lifting While You Earn More.
With TTG Financial Services Alliance, you don’t need to become a financial expert or take on compliance responsibilities to grow your income. We’ve streamlined the entire process so you can offer your clients top-tier financial services while we manage the details. It’s simple, stress-free, and profitable — all you need to do is make the introduction.
01.
Refer Your Client
Introduce your client to TTG Financial — that's all. No selling or explaining required from you.
02.
We Handle the Rest
Our team takes care of all financial planning, 401(k) setup, investments, and communications.
03.
You Stay in Control
All client contact is coordinated with you. You remain the trusted advisor at every step.
04.
Implementation & Maintain
Receive new and renewal compensation for every fee-only product — with zero cost or licensing required.
POWERED BY TTG Financial Inc
Why Join the Alliance
Increase your Income without Increasing your workload
You're Leaving Money on the Table
Unlock a new income stream from financial planning, investments, and 401(k) services — using your existing client base.
No Exams or Licensing
There’s no studying, testing, or licensing involved. We handle the regulatory side for you.
No Added Costs
You pay zero setup fees, zero ongoing fees, and don’t need additional E&O insurance.
Strengthen Client Retention
By offering more services, you deepen your client relationships and limit competition.
We Handle the Marketing
TTG manages all outreach, client communications, and marketing expenses — you don’t lift a finger.
Stay in Control
All client contact is coordinated with you. You remain the trusted advisor at every step.
Total Transparency
Our reporting is 100% transparent — clients get direct access to real-time account updates.
Opportunity for More Referrals
Every client meeting we schedule is an opportunity for you to upsell, cross-sell, or gain referrals.
Trusted Solutions for Your Clients. Passive Revenue for You.
Comprehensive Financial Services, Delivered by Experts
Through the TTG Financial Services Alliance, you can offer your clients a full range of fee-only financial services — backed by a team with decades of industry expertise. From retirement planning to investment management, we provide personalized solutions that build client trust and long-term value, while you earn ongoing compensation without the workload.
Risk Assessment & Allocation
Quantitative tools to evaluate investment risk and align portfolios with client goals — clearly and effectively.
401(k) Plan Design & Management
Professional setup, administration, and ongoing support for business retirement plans, including participant education.
Transparent Client Reporting
Real-time access, detailed performance updates, and fully transparent fee structures — no surprises.
Ongoing Client Reviews
Regular scheduled meetings that support retention, uncover new needs, and create opportunities for you to grow your business.
Financial Planning
Custom strategies to help clients achieve their long-term goals — from retirement to education planning and beyond.
Wealth Management
Expert investment guidance, risk assessment, and portfolio optimization for high-net-worth individuals and families.
Partnering with TTG was a game-changer. I added a new income stream with zero stress.
Establishing this relationship has been a strategic win, expanding opportunities to
new income streams and reinforcing my position in the market
Their financial team is professional, responsive, and completely client-first.
My collaboration with TTG Financial has been a perfect fit, allowing me a fantastic opportunity to better serve my clients as well as generating an additional revenue stream.
Comments and observations:
Join TTG Alliance and You May Be Saying-
Comments and Observations are derived from both AI and actual sources. To protect confidentiality names and pictures are randomly generated.
Ready to Elevate Your Business?
Start Earning More — Without Doing More
Join the TTG Financial Services Alliance and unlock new income opportunities through expert-managed financial services — all while you stay focused on what you do best.
Focused on Value.
Empowering Agents. Elevating Financial Outcomes.
At TTG Financial Services Alliance, our mission is to simplify access to expert-managed financial services for insurance agents — so they can grow their income, strengthen client relationships, and focus on what they do best. We aim to eliminate barriers, reduce regulatory burdens, and deliver results with integrity and precision.
Our Vision
To be the go-to partner for agents seeking effortless growth through trusted financial services.
Our Mission
We empower agents to earn more by delivering expert financial solutions—without the compliance burden.
Contact us to discuss potential collaboration opportunities.
Powered By TTG Financial Inc.
Quick Links
Stay in the Loop
I'm not ready now, but keep me updated.
TTG Financial is a Registered Investment Advisor
TTG Financial is a Registered Investment Advisor.