1811 Traymore Road,
"You cannot push anyone up the ladder unless he is willing to climb a little.”- Andrew Carnegie
“The goal of retirement is to live off your assets-not on them” - Frank Eberhart
Insurance Made Easy
“Fun is like life insurance; the older you get, the more it costs.” - “Kin” Hubbard
One Size Does Not Fit All
We invite you to discover and experience the depth of our services.
Our experienced professionals have helped many people, just like you, pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
Navigating the world of financial decisions can be challenging, especially when faced with conflicting opinions on how to invest or manage your money. The abundance of contradictory advice can make it difficult to confidently choose a strategy that aligns with your unique circumstances. Recognizing that every individual has their own definition of financial independence, it's clear that a one-size-fits-all approach won't suffice.
At Tonka Financial Services, our mission is to craft a personalized financial roadmap tailored to guide you toward your specific goals. We strive to demystify intricate financial terms and investment options, providing candid advice to help you navigate the complexities of investing and financial strategies. Throughout our interactions, our objective is to humbly serve you, fostering long-term relationships built on trust and performance.
Embarking on the journey toward retirement can be challenging without a well-defined roadmap. A comprehensive and up-to-date retirement strategy, backed by a knowledgeable support team, can significantly ease the path ahead.
At Tonka Financial Services, we recognize the myriad concerns individuals and families grapple with as they approach retirement, whether it's just five years away or a decade and a half. Our mission is to instill confidence in our clients regarding their future and assist them in realizing their vision of a comfortable retirement. Employing a thorough approach, we specialize in crafting customized retirement strategies that cater to individual needs and encompass both short and long-term goals.
Retirement represents a significant milestone, and our aim is to make this transition more manageable and less stressful. We achieve this by constructing personalized retirement strategies and offering continuous support, impartial advice, and objective guidance. Take the first step in preparing for tomorrow's retirement by reaching out to us. Whether you wish to learn more or schedule a commitment-free introductory meeting, we are here to guide you towards a secure and fulfilling retirement.
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Tonka Financial Services, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.