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.
A well defined financial plan is a roadmap that clarifies client goals. It identifies measurable outcomes. It is a FLUID document that adapts to the client’s changing life circumstances.
Whether it be eliminating debt, building a portfolio, or managing potential risks, our process helps our clients identify the dangers that they fear, the opportunities that are present and the strengths of their situation so that they have the best opportunity to realize their desired outcomes.
Whether it be a 401(k), a 403(B) or other retirement plan, we partner with top quality plan sponsors and third-party administrators to provide true value to both the sponsor and the participant. Additionally, we help business owners with tax efficient executives benefits and succession planning strategies.
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 is designed to clarify our clients’ values and goals and help them create outcomes that allow their money to serve them, rather than them serving their money.
We make certain we understand our clients’ desired outcomes
We breakdown complexities into understandable components
We create step-by-step accountability measures
We help monitor the progress and communicate regularly
The TFSN Client Advantage
We help our clients simplify their financial progress and record keeping through our online monitoring system. Watch the short video to learn more.
The video below is one way of how we help our clients record and simplify their financial progress.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, KY, PA, FL, AZ, OH, OR, GA, NY, MD, NC, MO, DC