• 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

Simplify the financial complexity of life by designing a personalized financial plan. A well-defined financial plan is a roadmap that establishes and clarifies goals. The plan will identify what it takes to achieve specific goals and engender confidence as along life’s journey. By way of the financial plan, we help build a life that fits with your vision, values, and dreams.

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

Wealth Management

These are investment options and solutions that will help achieve established goals and navigate the fluctuating market conditions. We address asset allocation, asset location, and tax efficient investing. As wealth grows, it often presents more complicated problems and unexpected events. That’s why our advisors conduct a risk management review of assets and income. Our income protection review includes life insurance planning, health insurance, disability income, long-term care, and out-living-your-income risks. Our asset protection review  examines the scope of 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

We provide retirement plan services working with plan sponsors to balance the multiple responsibilities of employee retirement plans for 401(k)s, 403(b)s and cash balance 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 business solutions are employee benefits, group medical, business succession planning, key man insurance, and executive coaching.

Philanthropy

Ben Franklin defined philanthropy 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, 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 goals by offering financial strategies that are unique to you. We believe your life is unique. Shouldn’t your financial planning reflect that?

Our Plan

We take a thoughtful and collaborative approach to understanding how you want to live and what you want to accomplish. We work to create your customized financial plan and break down financial complexities into manageable components in language you understand.

Implementation

We work as your fiduciary, and our independence affirms that we are dedicated to your goals. Your interests underlie our recommendations and our strategy. 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