Freedom Financial Coaching is merging with Tencap Wealth Coaching
Dear Valued Client,
Freedom Financial Coaching has experienced rapid growth since our founding. This type of growth was only possible because of our amazing team and clients. Thank you for your trust!
As part of the growth we have experienced, Freedom Financial Coaching is excited to announce that we are partnering with a larger group, Tencap Wealth Coaching. Tencap is an independent Registered Investment Advisor that provides comprehensive financial planning.
There are a host of benefits for Freedom Financial Coaching and each of our clients because of this partnership. Rest assured that this adjustment does not mean our team will be less available to you. Instead, it is an announcement to let you know that additional professionals will be available to each of you.
Tencap's operational team is staffed with many impressive and experienced team members. This means a larger operations team that will help us provide excellent customer service for each of you. It also means faster access to any changes you need, such as requests regarding your accounts, contributions, withdrawals, beneficiary changes, RMD’s, and more.
Effective immediately, all Freedom Financial Coaching clients will have access to the suite of services and specialized partners that Tencap has created and provides. This includes tax planning, insurance planning, business exit planning, and retirement planning.
After completing some basic paperwork, there will be no interruption to you, your family, or your business. The only logistical change will be that Tencap Wealth Coaching will be listed as the Investment Advisor on your accounts, rather than Freedom Financial Coaching. Matson Money will continue to provide the same services you are accustomed to, with no adjustments or changes to your investments or fee structure.
WHAT WE NEED FROM YOU: Over the next 7-10 business days, you will receive 2 DocuSign emails that will require your signature. The first will come from Matson Money to add Tencap Wealth Coaching as the advisor firm on your account(s). The second will come from Tencap requesting your signature on the Co-advisor agreement. If you have any questions regarding the paperwork, please call our office at 435-227-5854.
The decision to work with Tencap came after meeting with multiple firms. I have known the advisors at Tencap for a long time, and ultimately, I decided to partner with Tencap because of their long-standing relationship and alignment with Matson Money, and their capacity to deliver exceptional customer service.
I am excited to continue to serve you and your family, and I am looking forward to you meeting and experiencing the excellence that is associated with the Tencap name. Please look out for the emails from Matson Money and Tencap. Our team will be on standby to discuss any questions you may have.
Sincerely,
Dalton K. Forsythe