Frequently asked Questions

Find answers to common questions

Do I need a securities license to partner with TTG?

No. You do not need a Series 65 or any securities license. TTG handles all financial planning and investment-related responsibilities.

 How do I get paid?

You receive new and renewal compensation for every client referred who becomes a TTG planning client. Payouts are transparent and consistent.

Who manages compliance and liability?

TTG assumes full responsibility for compliance, regulatory filings, and liability — including E&O coverage.

What services will my clients get through TTG?

Comprehensive financial planning, 401(k) management, risk analysis, investment strategies, and real-time reporting — all fee-only and client-first.

 Will I still control my client relationship?

Absolutely. You remain the primary relationship holder. TTG handles the planning; you stay in the loop at every stage.

 What is the process to refer a client?

Simply introduce your client to TTG. We take it from there — handling communication, onboarding, planning, and service delivery.

 Are there any fees or setup costs to join the Alliance?

No. Joining TTG Financial Services Alliance is free. There are no setup fees, platform fees, or hidden charges.

 Is this available in all states?

TTG operates nationwide and can serve clients across the U.S., subject to certain state regulations.

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.

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