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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR CLIENTS
  • OUR TEAM
  • SERVICES
  • RESOURCES
    • BLOG
    • FINANCIAL INSIGHTS VIDEO SERIES
    • DALE’S CORNER: RETIREMENT COACHING VIDEO SERIES
    • EVENTS
    • FREE RESOURCES
  • CONTACT US

About Aaron Terwedo, Vice President, Financial Planning

Aaron entered the US Army at 19 and served for eight years, including three deployments overseas during the Global War on Terrorism. After that, he worked at a VA counseling center in Mesa, Arizona, during which he also earned an associate’s degree in Criminal Justice from Mesa Community College. He is now a Financial Paraplanner Qualified Professional™. Aaron has lived in multiple states and countries over the last ten years, but landed back in Washington, where he now lives with his wife, Emily, and their three children, Graham, Channing, and Oakley.

What the 2024 HSA Limit Increase Means for You and Your Finances

Rising inflation costs allow employees to contribute more money to their Health Savings Accounts (HSA) in 2024. The IRS announced one of the most significant jumps in contribution allotment in…

Understanding Special Needs Trusts: Protecting Your Loved One’s Financial Future

Families with individuals that have special needs face a variety of unique challenges. Making decisions regarding their loved one’s well-being is tricky enough without throwing government benefit programs and their…

Financial Planning for Special Needs Families: Navigating the Unique Challenges

Financial planning can be complex for everyone, especially for families with special needs. The costs associated with a disability vary upon their type and severity, but many incur high costs…

Understanding the Value of Your Business Prior to Retirement

In this blog post for TFS Advisors, we want to dig into how business owners can work with a financial planner to create holistic strategies that support their lives, businesses,…

TFS – Financial Insights – The Difference Between FDIC & SIPC

 

Inclusive Financial Planning – What it is, and why it’s so important.

Inclusivity is the idea that all types of people must be included in work and daily life, no matter their differences. Whatever benefits are available must be accommodating and available…

How To Get The Right Medical Coverage To Support Your Snowbird Lifestyle

People who plan to snowbird or split their time between two places in retirement have a lot to consider—finances, taxes, community, lifestyle, housing; the list goes on and on.  Once…
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About Our Blog:

TFS Advisors is a fee-only advisory firm located in Edmonds, WA.

Our blog contains our thoughts on everything from starting a portfolio to drawing income from it in retirement. Many of our posts focus on answering frequently asked questions we receive from clients.

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100 2nd Ave S., Suite 300. Edmonds, WA 98020

While TFS is a fee-only advisory firm, staff members are also able to provide other products such as life insurance to fulfill the needs of the financial plan which may result in a commission. In such cases, we provide full disclosure of any benefit we may receive.

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SEC Relationship Summary

TFS Advisors, LLC. Investment advisory services offered through TFS Advisors, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice.

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