• WHAT WE DO

    Helping You On Your Financial Journey

CHARTING LEGACIES

We are experienced independent advisors determined to become our clients’ trusted advisor relationship by aligning their dreams and core values with innovative financial solutions.

Your life story and financial goals evolve over the course of your lifetime. Whether you are seeking retirement advice, wealth management strategies, risk management and asset protection strategies, education funding, or comprehensive financial planning, we can assist you.

TFSN DIFFERENCE

  • We listen to you.
  • We are fiduciaries.
  • We keep our promises.
  • Your success is our success.

OUR SERVICES AND ABOUT OUR LOGO

Our Four Distinct Services of our Business

Financial Planning for Life

Simplify the financial complexity of life and make it more manageable by designing a personalized financial plan. A well-defined financial plan is a financial roadmap that helps you focus on what you really want by clarifying your goals. A plan identifies a path to determine what it takes to achieve your goals so you feel confident in the choices you make during your life’s journey. You build a life that fits with your vision, values, dreams, and focuses on what is most important to you.

View what Financial Planning includes...

  • Goal Based Planning
  • Retirement Planning
  • Cash Flow and Spending Plan
  • Savings Strategy
  • Income Strategy
  • Social Security and Benefits
  • Distribution Strategies
  • Education Planning
  • Tax Planning
  • Family Assistance such as expenses for children & assisting parents

Family Wealth Management

This is your investment options and solutions that will help you achieve your goals and navigate the fluctuating market conditions. We address your asset allocation, asset location, and tax efficient investing. As your wealth grows, it often presents more complicated problems and unexpected events, and that’s why our advisors conduct a risk management review of your assets and income. Our income protection review includes life insurance planning needs, health insurance, disability income, long-term care, and out living your income risks. Our asset protection review consists reviewing risks of taking on too much or too little market risk along with addressing your estate planning and wealth transfer planning needs.

View what Wealth Management includes...

  • Investment Strategy
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Asset Diversification
  • Asset location
  • Tax Efficient Investing
  • Taxable Savings Strategy
  • Risk Management Strategies including life, health, disability, and long-term care insurance.
  • Asset and Income Protection

Corporate Solutions

Retirement Plan Services consist of working with your plan sponsor balance the multiple responsibilities when it comes to their employee retirement plans. Our advisors and partners work with the plan sponsor to help evaluate plan design, select and monitor investment options, and educate participants. Retirement plans such as 401(k)s have become the foundation of retirement planning for the majority of Americans with fewer companies offering pensions to their employees. Other corporate solutions are employee benefits: group medical, business succession planning, and executive coaching.

Philanthropy

Philanthropy was defined by Ben Franklin as “doing well by doing good”. Whether it be through our non-profit partner, Commitment 2 Kids, Inc. or assistance to our clients in their charitable planning and causes of what is close to their hearts, we believe in the value of giving back and paying forward.

  • Charitable Giving Strategies

Our Process

Are you serving your money, or is your money serving you? Our process is designed to clarify your values and lifetime goals, and aligning financial strategies that are unique to you. We believe your life is unique. Shouldn’t your financial planning reflect this?

Our Plan

We take a thoughtful and collaborative planning approach to understanding how you want to live and what you want to accomplish now and in the future. We help pull all the pieces together to create your customized financial plan and break down financial complexities into manageable components in language you understand.

Implementation

We work with you as your fiduciary and our independence affirms that we are dedicated to your goals. Your interests are the guiding principles behind our recommendations we provide and each strategy we implement. By placing your needs above our own, we strive to grow and protect your wealth so you can focus on what matters most.

Monitor

We help you track your progress. We evaluate our success by the R-factor question, “When we review three years from now, what needs to have happened for our relationship to have exceeded your expectations?”

The TFSN Client Advantage

We’ll help you achieve your financial goals throughout your life’s journey by planning, implementing multiple financial strategies and ongoing review. We listen to you and your success is our success.

The video below is one way of how we do it.

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CALL (614) 505-3025