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.
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
