Answers to the questions we hear most.
If your question isn't here, ask us directly. We answer every inquiry personally.
What services do you offer?+
We offer Insurance Protection, Retirement Strategies, Business Strategies, College Funding, Long Term Care planning, Life Insurance, Legacy Strategies and Disability Insurance. Each service is tailored to your specific situation and goals.
Who are your services for?+
Our services are designed for individuals, families, small business owners, parents, working professionals and those preparing for or enjoying retirement. If you have people or goals to protect, we can help.
How do I know which service is right for me?+
We start with a conversation about your current situation, goals and concerns. Then we evaluate which services — or combination of services — align best with your needs. There is no one-size-fits-all approach.
Are your services available nationwide?+
Yes. We are licensed in all 50 states and can serve clients across the country through phone, video and secure digital meetings.
How do I get started?+
You can call us at (937) 369-5161, email francisca.yeboah@mytfservices.com, or use the contact form or schedule page on this site to book a complimentary consultation.
What happens during a first consultation?+
A relaxed 45-minute conversation. We listen, ask about your goals and concerns, assess where your plan stands today, and share a shortlist of the highest-impact moves for your household. No pressure, no obligation.
Do I need to prepare anything before we meet?+
Nothing formal. If you have recent statements or tax returns handy, they can help, but we can also gather information together during or after our conversation.
How does the process work?+
We follow a simple four-step approach: assess your current situation and goals, explore coverage and strategy options, select the solutions that fit your budget and objectives, then review and adjust as life changes.
How quickly can I expect a response?+
A senior financial professional, not an assistant, will reply within one business day. Appointment requests and messages are answered personally.
What makes your service trustworthy?+
We are an independent WFGIA insurance agent offering objective guidance, personalized recommendations and transparent service. We focus on what you actually need, not what sells easiest.
Are you licensed in all 50 states?+
Yes. We are licensed in all 50 states, which means we can serve clients nationwide with the same level of care and professionalism.
Let's build your retirement strategy together.
A candid, one-hour conversation with a senior financial professional. No obligation, no product pitch.