Meet the Team Behind Your Wealth
Led by Chuck Tolbert, TFG brings together seasoned advisors dedicated to helping families build, protect, and pass on wealth—on their terms.
Work With UsWhy Advisors Bring Their Teams to TFG
Everything you need to grow a thriving practice—and lead a team that does the same.
Higher Compensation
Keep more of what you produce. Our advisor agreements are structured to reward production with industry-leading payouts and a clear path to grow your income as your book scales.
Seamless Team Transitions
Moving your team shouldn't mean starting over. We handle licensing, contracting, and onboarding so your producers stay productive and your clients stay with you.
Marketing & CRM Infrastructure
Done-for-you lead generation, branded marketing assets, and a modern CRM keep your pipeline full and your follow-up automated—so you focus on closing, not chasing.
Carrier & Illustration Support
Our in-house support team runs illustrations, compares carriers, and handles the back-office so every case goes out accurate, competitive, and on time.
Mentorship from Chuck & Sheila Tolbert
When you join TFG, you're not handed a playbook and sent on your way. You work directly with Chuck and Sheila Tolbert—founders who've spent decades in production, leadership, and team-building. They're available to help you think through cases, structure your team, and scale your practice with the benefit of experience that only comes from having done it.
Case Strategy
Walk through complex cases and design the right solution for your client.
Team Building
Get guidance on recruiting, training, and leading producers who perform.
Practice Scaling
Plan your growth with leaders who've scaled agencies from the ground up.
Bring Your Team
TFG was built by team leaders, for team leaders. Whether you're moving an established agency or scaling a new one, we give you the structure to grow your downline while we handle the back-office heavy lifting.
Built for Team Leaders
If you're already leading producers, TFG gives you the infrastructure, overrides, and support to lead at a higher level—without the administrative weight.
Grow Your Downline
Recruit, train, and mentor your own team with a compensation structure that rewards leadership and a platform that makes onboarding new producers fast.
Keep Your Autonomy
Run your practice your way. We provide the tools, carriers, and back-office—you keep your culture, your clients, and your brand.
Lead at a Higher Level
Team leaders at TFG get the best of both worlds: the freedom to run your practice your way, and the firepower of a firm that invests in your producers' success.
- Competitive override & leadership compensation
- Fast, white-glove team onboarding
- Shared marketing & recruiting resources
- Direct access to Chuck & Sheila for strategy