Why TMH

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Why TMH

  • For affluent individuals and corporations.
  • We focus on minimizing taxes and cost effective executive reward & retention plans.
  • We help you protect the wealth you have worked so hard to attain.
  • Enthusiastic, Energetic, Driven
  • Do Everything With Integrity
  • Prompt, Professional, Responsive, Humble
  • We maximize the tax efficiencies of life insurance to create flexible and customized wealth creation and wealth preservation solutions for individuals and companies.
  • We offer dedicated service and reporting.
  • We provide companies with independent non-qualified plan expertise, tax efficient plan funding solutions, and cost effective executive retention strategies.
  • We review existing life insurance policies to help maximize policy value.
  • We know we have to listen to what our clients want and, just as carefully, what they don’t want.
  • You want us to understand your unique circumstance so we can provide you with a tailor-made solution. If it works for you, we think we’ll keep your business and grow our own business. That’s the philosophy we believe in.
  • Of course, in financial services, a philosophy is of no use without the intelligence, experience, and professional strength to back it up. We may be good listeners, but what matters to our clients is our ability to respond quickly and effectively. We also believe that in order to provide superior service and results, we can’t always do things like everyone else. This guides who we hire, how we build our company, and how we respond to your needs.
  • We specialize in advanced life insurance solutions for a variety of financial requirements, particularly as they affect the high net worth sector. We also bring cost effective retention programs to our corporate clients for their key people. We thank you for putting your trust in us and giving us the opportunity to assist.

Our History

Over 35 years of experience working with affluent individuals and Fortune 500 companies
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1976

Careers started in corporate finance, insurance, and private client advisory services

1982

Started TBG Financial

1988

TBG Financial grew to 250 employees with 10 offices; Sold a portion of the company to Nationwide Financial

2005

Merged with largest competitor,
Mullin Consulting

2008

Sold MullinTBG to Prudential

2012

Tippett Moorhead formed

2015

Tippett Moorhead becomes
Tippett Moorhead & Haden (TMH)