Why Join Alliance

Discover how partnering with TTG helps you earn more, grow your business, and support your clients — all without licenses or compliance burdens.

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.

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.

Comments:

Join TTG Alliance and You May Be Saying-

Discover what our partner agents have to say about their experience with TTG — real results, real relationships, and real growth.

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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