Toler Financial Group
Share
Financial advice you can trust - independence, planning first, social responsibility, and diversity.
PROTECT YOUR WEALTH, YOUR FAMILY AND YOUR BUSINESS
Toler Financial Group provides families and businesses with professional financial management to help navigate through life's risks and rewards. Frances Toler will help you bring greater order and certainty to your finances, develop a strategy for meeting your goals and guide you in fulfilling them. Professional guidance with life insurance, disability insurance, long-term care insurance, estate planning, retirement income, annuities, investment advice, and financial planning is available for families and businesses. Toler Financial Group is the exclusive provider of The Mountain Vision Program which provides an in-depth analysis and plan development that looks at your finances as a holistic part of your life goals. We specialize in creating security for families of all types, including unconventional ones (unmarried, LGBT, second/blended families), Federal and Military employees. Small Business Owners, Schools, Non-profits and Professional Practices. Toler Financial Group provides employers with free educational seminars to help employees better handle their personal financial situations. Toler Financial Group can help with supplier diversity and inclusion. They are a Certified LGBT Business Enterprise, certified by the NGLCC (National Gay and Le***an Chamber of Commerce).
Your 401k/IRA is a great tax benefit right? You save funds now, get a tax deduction, and later when you take the funds out in retirement, you will be at a lower tax bracket – right?
What if the opposite were true – what if by putting off those distributions you were creating a TAX BOMB – an unexpected explosion of taxes? For some of our clients, this is exactly what they are facing. Knowing what you are facing later is an essential part of proper planning now.
Read more
https://www.tolerfinancialgroup.com/tfg-blog/defusing-the-ira-tax-bomb
03/24/2025
The CFP Let's Make a Plan board is putting on an event this Thursday, 3/27 specifically for federal employees who are facing unemployment. This webinar will include guidance on federal employee benefits and retirement programs and help you navigate through this uncertain time. Free but registration is required.
Managing Your Finances in Uncertain Times: Resources for Federal Government Employees Federal government employees are facing unprecedented uncertainty about their careers. Having the information and confidence to make smart money decisions is more important than ever. CFP Board and CERTIFIED FINANCIAL PLANNER® professionals are here to help.
03/03/2025
Layoffs and RIF concerns are ongoing for federal employees and contractors. If you're facing a sudden job loss, please join our webinar this Thursday at 5pm ET via zoom to learn about the most important things to do. Scan the QR code to register. Free & open to the public.
02/25/2025
Another opportunity to attend advisor Guli Fager's live Q &A on Layoffs & Furloughs, this Thursday at 5pm ET. Scan the code to register, or click the link in the comments. Free & open to the public
Many of our clients are federal employees, contractors or employed by NGOs that receive federal funding. We are here to help those who are facing uncertainty about their job. Join our advisor Guli Fager, CFP, this Thursday for a live zoom Q & A about the most important financial tasks for those who experiencing layoff. No registration needed; zoom link in comments.
Toler Financial Group Financial advice you can trust - independence, planning first, social responsibility, and diversity.
12/02/2024
Feeling nervous about what the economy might bring over the next four years? We can't predict the future, but we'll address some of the most common questions we're hearing from our clients and, we hope, give you some tools to manage anxiety around finances. Join us via zoom on 12/12 at 6:30pm. https://us06web.zoom.us/webinar/register/WN_kE_6kgRzRxyOcvUHppP7IA #/registration
04/17/2024
Considering divorce and don't know what to do first? Come get answers to the most common questions about untying the knot. Our advisor Guli Fager is hosting a free lunchtime zoom Q & A with top divorce attorney Joanna Foard next Wednesday 4/24 at noon ET. Registration link in comments. Register:
Click here to claim your Sponsored Listing.
Category
Telephone
Address
1100 Wayne Avenue Ste 670
Silver Spring, MD
20910
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 5pm |