Targeted Financial Services, LLC

Targeted Financial Services, LLC (TFS) is an SEC registered investment adviser founded in July 2000 and registered since December 2003. The firm's mission is to identify clients' financial and estate goals, provide comprehensive strategies, and offer appropriate investment and insurance solutions. TFS manages assets totaling approximately $298,462,813 on a discretionary basis as of December 31, 2024. The firm provides financial planning, consulting, and investment management services, tailored to individual client needs. TFS primarily allocates assets among mutual funds, ETFs, individual securities, and other investment vehicles based on client objectives. Clients can engage TFS on a fee basis, with fees ranging from $500 to $5,000 for financial planning and consulting, and an annual management fee between 0.50% and 1.50% based on assets under management. TFS acts as a fiduciary for retirement accounts, ensuring services are in the client's best interest. The firm uses fundamental and technical analysis for investment decisions and offers a range of investment strategies tailored to client goals and risk tolerance. Clients have the option to provide TFS with investment discretion, allowing the firm to make investment decisions on their behalf. TFS does not provide services for performance-based fees and serves various types of clients without imposing a minimum portfolio size or annual fee requirement.