Why Work

with ttg?

Fiduciary

We are legally and ethically bound to act in your best interest - not ours.

Transparency

No hidden fees here! It is important to us that you know exactly how we are compensated.

Subject Matter Experts

Our team maintains some of the industry’s most respected designations: CFP, CRPC, CPWA.

Services We Provide

Covered in these areas

Image

Wealth Management

We specialize in customizing and overseeing our clients’ investment portfolios based on their personal financial goals, needs and objectives.
Image

Financial Planning

Get expert financial planning services to manage your money stress-free and achieve your goals with our CFP® team.
Image

Investment Planning

Customized investment planning service adapts to your needs, ensuring financial success at every life stage with expert assessment and strategies.
Image

Estate Planning

Create an estate plan to safeguard assets and support loved ones. Let our team guide you to your financial goals. Contact us now!
Image

Education Planning

We assist in funding education with diverse investment options and tax strategies. Trust our guidance for tax benefits and risk evaluation.
Image

Tax Planning

We collaborate with your tax advisor for strategic planning to minimize tax implications and manage your portfolio efficiently.
Image

Retirement Planning

Our Retirement Plan Consulting helps businesses tailor plans with review, asset allocation, manager selection, enrollment, and reporting.
Image

Want Our Perspective?

Sign Up For Both Email & Text Alerts From The Troncoso Group With Our Market Updates and New Educational Resources.

Questions

We Answer!

  • Do I have enough money to stop working and will it last me through retirement?
  • What is the best way to monetize my business?
  • Is my investment strategy aligned with my long-term goals and the current market environment?
  • Am I maximizing tax savings and other tax-smart strategies?
  • How can I ensure that my beneficiaries inherit my assets without legal interference?
  • Is my family financially protected if something were to happen to me?
  • What types of insurance do I need to protect my assets and income?

Connect With a Financial Advisor

Share Your Story and Discover How We Can Help

    Testimonials

    What Our Clients Say

    I have been utilizing Miranda and Team for years as my independent insurance agents and they are very responsive and supportive which is a challenge given the struggles of the insurance maze in Florida these days! Prior to this was supported by Alan who also did a fantastic job! Lots of integrity here! Great to share I have saved on both Homeowner’s AND auto coverage through their efforts this past year! Highly recommend! Thanks team!
    --Tammy Raybuck Still--
    I cannot speak highly enough about Miranda Gutierrez and the exceptional service she provided. From the moment I reached out to her, Miranda demonstrated a level of professionalism and expertise that instantly put me at ease. She took the time to understand my unique insurance needs and went above and beyond to ensure that I had the coverage tailored perfectly to my requirements.
    --Ryan Solomon--
    Exceptional Service from Miranda Gutierrez at Jaffe Financial Services!
    --Julianne Farmer--
    Miranda is a top notch insurance agent! Her customer service is second to none. Anytime I have a question or need some assistance she is there to help out. Not only is her customer service great, but she also always finds you the best price for the coverage you need. She's done such a good job for me, I've recommended her to all my friends and family!
    --Alex Golub--
    Exceptional Service from Miranda Gutierrez! I have recommended her to many friends. She has been my insurance agent and consultant for many years. I feel that I have always had personal service for our family.
    --Alan Preston--
    Miranda has been great to work with over the last 7 years and has always been helpful as we’ve had changes in life requiring more or less insurance and new types of policies. Always appreciate her guidance on homeowners, flood, umbrella, auto, and life insurance!
    --Cruz Goetze--
    My family has worked with Miranda Gutierrez at Jaffe Financial Services for over 20 years. Before then we worked with Miranda's father, Alan Gutierrez at Jaffe. They have been our insurance consultants for about 35 years. Our replationship has been great! They work hard to find the best options for our insurance needs and are quick to respond when we have a question or need. I have recommended them many times to friends, family and co-workers. They go over and above to meet our needs evey time!
    --Walt Marsicano--
    prev next
    View More