Financial Planning & Advisory Services

Whether you are starting up or growing a business, expert financial planning & advisory is the key to success. In fact, it’s a critical part of your company’s road map as you juggle cash flow, debt, loans, and make important decisions that will impact your company now and in the future.

TPI’s team will provide:

  • Cash flow analysis, so you have a smart plan in place when it comes to spending (and conserving) your money
  • Restructuring debt, so you have more cash on hand and can save on interest
  • Guidance and analysis around leasing vs. buying real estate, vehicles, equipment, and more
  • Business valuation for loan purposes

Retirement Planning Services

Starting with a retirement planning assessment, the TPI team works with you to create a retirement plan that fits with your financial goals.  Our plan will provide you with an optimal income stream and peace of mind upon retirement.

There are four different kinds of plans we will take into consideration when working with you. They include a defined benefit plan, qualified benefit plan, non-qualified benefit plan, and/or an annuity. Here’s a quick look at what these plans are:

Defined benefit plans, like 401(k)s, provide a fixed, pre-established benefit for employees at retirement.

Qualified benefit plans, like pensions, are established by an employer to provide retirement benefits for its employees and their beneficiaries.

Non-qualified benefit plans are designed to meet specialized retirement needs for key executives and other select employees. They include deferred compensation plans, executive bonus plans, group carve-out plans, and split-dollar life insurance plans.

Annuities accept and grow funds from an individual and then provide a steady stream of payments to the individual during retirement. They can be structured in a variety of ways, depending on your needs.

Real Estate

Because we treat real estate (on both the commercial and residential side) as part of your financial portfolio, TPI offers commercial and residential real estate guidance and services, as well as mortgages.

Commercial real estate

Commercial real estate can be complex and costly. Many business owners view it as a necessary evil and treat it as an expense on the ledger. At TPI, we believe the right investment can transform commercial real estate into a strategic, long-term advantage for your company and directly impact your growth trajectory.

Residential real estate

Your home is your sanctuary, your place of refuge from the chaos of life. We will help you find your dream home. A home fit for your current lifestyle and budget. A home that also works for you in the future, whether that includes starting or growing a family or retiring. Because we stay on top of trends in the real estate industry, we will help you make a smart purchase that you can enjoy for years to come.

Mortgages

Whether you’re buying your first home, a second home or refinancing, we’ll provide guidance around the perfect loan based on your current financial situation and long-term financial goals. We will also walk you through the steps of securing the loan as quickly as possible.

Get a personal consultation.

Office

8230 Leesburg Pike, Suite 700, Vienna, VA 22182, United States

Contact

info@tpigroupinc.com

Phone

(703) 288-1998
Fax: (571) 765-4149

After our review of your unique tax situation, you will discover your best options to:

  • Lower your tax bracket

  • Defer income

  • Reduce your marginal tax rate

  • Shifting income

  • Lower your gross income

  • Shield some income from taxes

  • Reduce taxes on investments

  • Establish tax-reducing retirement accounts

  • Minimize business taxes

  • Maximize deductions

  • And more

What People Say About Us

We had the opportunity to contact Morteza Ghalambor back in 2010. We had some financial challenges like all small businesses do. It was refreshing for him to take a personal interest. He came to our location and told us what he could help us with.

Not only TPI did everything they promised, but Morteza Ghalambor went above and beyond. Now he’s changed the finance of our company and manages our personal taxes, helped us with our home and planed for our kid’s future. I appreciate everything they’ve done.

Mr. & Mrs Howard and Cynthia Johnson

Mr. Ghalambor and his team at TPI group have been looking after my personal and business taxation and finances for nearly 20 years. His professionalism, service and dedication to me as a client is what keeps me coming back, and why I have no hesitation to recommend him to my all of my colleagues.

We have been very happy with their professionalism right from the start. Their advice has been invaluable over the past 20 years. The service provided has been and continues to be exceptional. I am always made to feel welcome and appreciated, and they always have the answers to my questions. I look forward to another 20 years with TPI group.

Bijan

I’ve been trusting TPI with my account for 7 years now and it’s always a positive experience. I recently started my company and pointed Morteza Ghalambor as the Chief Financial Officer. I know that having Mr. Ghalambor’s advice on this process will be a plus. I’m looking forward on working with him in the future.

Dr. John Ondos

Why TPI? One of my best experiences with TPI was that they were able to develop…if you want to say: a Financial Eco System, that planned out a financial plan that was terribly wrong for myself and fix it, planned my Real Estate future, fixed that. They put me on the right plan of the right financial structure and system to build a financial well-being future for my daughter and my family going forward.

Mr. Christopher Mattice