Tonka Financial is an established full-service firm dedicated to advising individuals, families, and business owners in pursuing their financial goals. We accomplish this by welcoming you as a fellow member of our professional advisor team for your portfolio, tailored around your unique wants & needs to create a wholistic team approach.
We’ll sit down with you and:
Access your current situation.
Define your unique wants & needs.
Verify an Evolving Strategy to take you in the direction you want to go.
Implement a Tactical Plan with you to get you started.
Status reporting of your portfolio, fine-tuning it with you to keep it on track.
Empowering you to make informed decisions as we advise you.
“PLAN & ADVISE … it’s what we do!”
While assuring that you are engaged and have the degree of control you desire.
