Where Integrity Matters.....
At FTA Financial Group, we believe your financial plan is about more than numbers — it’s about you, your family, and the future you’re working hard to build. We provide personalized retirement, investment, and insurance strategies designed around your unique goals, values, and life circumstances.
What sets FTA apart is our commitment to both growth and protection. While we focus on helping you build, grow, and maximize your financial opportunities, we also believe a strong financial strategy must include a defensive plan. Life is unpredictable, and we help prepare you for the unexpected by putting protections in place designed to safeguard your income, assets, family, and future when challenges arise.
Whether you are preparing for retirement, planning for your family’s future, or looking to create long-term financial stability, our approach is centered around you. We take the time to understand what matters most so we can help create a strategy that not only supports your goals today, and in the future, but also helps protect everything you’ve worked so hard to achieve.
At FTA, it’s about more than money — it’s about trust, relationships, and helping you move forward with confidence knowing your financial future is being guided with care, professionalism, privacy and integrity.
To Schedule a Meeting Scan the QR Code:
Virtual & In person Meetings Available!
Not local? No problem. We serve clients virtually in multiple states nationwide!
Services:
Personal Planning Sessions
Helping individuals and families build, protect, and prepare for the future.
Investment Accounts
Retirement Planning & Assessments
Retirement Income Planning
IRA’s
HSA’s (Health Savings Accounts)
401(k) & Employee Account Rollovers
Tax Strategies Using Financial Accounts
Debt Management & Budgeting
Pension Planning
Family & Generational Planning
Strategies designed to support your family today and future generations tomorrow.
College Savings Plans
Child Gifting Strategies
ABLE Accounts
Insurance & Protection Strategies
Helping protect what you’ve worked hard to build when life takes an unexpected turn.
Life Insurance
Long-Term Care Insurance
Disability Insurance
Estate Conservation Strategies
Legacy Planning
Business & Business Owner Services
Solutions for business owners, employees, and long-term business planning.
Employee Benefits: (Life, Short & Long Term Disability Insurance, 401ks, Simple IRA's, SEP IRA's, Educational Financial Seminars/presentations)
Business Strategy Sessions
Buy/Sell Agreement Policies
Key Employee Policies
Financial Succession Planning
Advanced Financial Strategies
Customized solutions designed to create flexibility, efficiency, and long-term security.
Infinite Banking Strategy Sessions
Advanced Retirement & Income Strategies
Wealth Preservation
Legacy Planning
Contact us:
Location for In person Appointments:📍 113 S Gillette Avenue, Suite #230 Gillette, WY 82716
📞 307-299-5939
📧 trjeffers@ftafinancialgroup.com
www.ftafinancialgroup.com is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer, or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.htk.com. FTA Financial Group is unaffiliated with HTK.
Frequently asked questions
Can't find an answer? Don't hesitate to reach out!
How much does a meeting cost?
Consultations are Free! Any Fees or costs associated will be fully disclosed up front. You will never be surprised with a fee in our office!
How do I schedule an appointment?
You can book on our online booking link at www.calendly.com/trjeffers-ftafinancialgroup
You can also call us at 307-299-5939 or email us at trjeffers@ftafinancialgroup.com
Do I have to have "alot of money to meet with you?"
Short answer is no. We at FTA Pride ourselves in meeting our clients where they are at in life and financially. Sometimes there are ways to make your money work more efficiently without you having to spend more. Sometimes its about taking what you're already spending and making it work more efficiently for you.
Will you help me coordinate with my Attorneys and or Tax Professionals?
Absolutely! We're team players here. Open lines of communication (with permission of course) are encouraged. The more your team of professionals works together the better!
I have a Financial Advisor already, can I still come meet with you?
Absolutely! We welcome all clients even the kind with multiple advisors. Not all Financial Professionals can offer the same things. There may be an account or product that is the best fit for you, but not all professionals can offer it. It never hurts to explore your options. Some clients just like more than one set of eyes on their investments, and some just haven't found the right fit for them for financial guidance yet. Either way you're always welcome in our office! We'll even communicate together with other Advisors/ Professionals if they're open to it!
I have benefits through my employer, is it even worth scheduling a meeting?
Yes! Not all benefits are created equal — and not all of them follow you when you change jobs or retire.
If you don’t fully understand the employee benefits you’re being offered, how they work, or how they’re taxed, it’s worth having a conversation.
Part of what we do is help clients clearly understand their current benefits, accounts, and policies so they can make informed decisions and build a financial strategy that fully incorporates what they already have.