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Financial Planning

Ford offers powerful benefits.
We help them work harder for you.
DCP elections. Pension timing. Stock concentration. Tax exposure. Each decision feels manageable in isolation—until you realize how quickly the wrong sequence can quietly reshape your retirement. TMG works with Ford professionals with $1M+ to connect every benefit you've earned into one clear, coordinated plan with fiduciary guidance at every step.
NUA evaluation when Ford stock is involved
SSIP strategies, including in-service rollovers
Mega backdoor Roth planning and contribution strategy
Pension planning, including lump sum versus lifetime income
Schedule a confidential consultation today.
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This is where we see most plans fail.

Retirement at Ford rarely arrives as one clean decision. It arrives as a series of high-stakes choices, often in quick succession—and the order in which you make them matters as much as the decisions themselves.

We hear the same questions from Ford professionals: Am I sequencing this correctly? What happens if I choose the wrong SSIP option? Should I wait on my pension? How exposed am I to Ford stock?

These aren't small questions. And most of them don't have a second chance. That's where we come in.

$17B+
AUM/AUA
15+
Years in business
100+
Expert advisors
14+
Locations nationwide
Click here for more information about award methodology, any fees paid by TMG, and potential conflicts of interest.
Retire confidently.Schedule a consultation today.
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