CLIENT LOGIN (425) 776-0446
TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR TEAM
  • SERVICES
    • EMBRACING RETIREMENT
    • INVESTMENT MANAGEMENT
    • FAMILIES WITH SPECIAL NEEDS
    • BUSINESS OWNERS
    • INSTITUTIONS
  • BLOG
  • RESOURCES
    • VIDEO LIBRARY
    • EVENTS
    • FREE RESOURCES
    • PUBLICATIONS
  • CONTACT US
TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR TEAM
  • SERVICES
    • EMBRACING RETIREMENT
    • INVESTMENT MANAGEMENT
    • FAMILIES WITH SPECIAL NEEDS
    • BUSINESS OWNERS
    • INSTITUTIONS
  • BLOG
  • RESOURCES
    • VIDEO LIBRARY
    • EVENTS
    • FREE RESOURCES
    • PUBLICATIONS
  • 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 ChFC®, ChSNC®, FPQP®, and NSSA®. 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.

ABLE Account vs. Special Needs Trust: A Comprehensive Guide for Parents and Caregivers

If you’re caring for an individual with disabilities, your estate planning priorities tend to look different than others. Your focus is on securing the financial future of your disabled loved…

How Can I Pass On My Assets to Heirs or Charitable Organizations Efficiently?

To ensure that your legacy lives on and positively impacts future generations, you must implement an efficient estate planning process. Optimizing the transfer of your assets can maximize benefits for…

Balancing Responsibilities: Creating an Estate Plan for Sandwich-Generation Couples

In the intricate tapestry of contemporary family life, the Sandwich Generation finds themselves at the heart of a delicate balancing act. They’re caught between the responsibility of caring for aging…

Government Benefits for Families with Special Needs: Maximizing Support and Resources

Navigating the complex landscape of government benefits and resources is critical for families caring for loved ones with special needs. The path can be overwhelming, but support, services, and financial…

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 Families with Special Needs: 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…
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 12

« Previous Page — Next Page »

Search the Site

Become a Subscriber

Receive monthly emails to stay up-to-date with our latest posts.

Subscribe

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.

Contact TFS

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.

Filter by Category

  • Advisor Relationship
  • Advisory Team
  • Business Owners
  • Charitable Giving
  • Dale's Corner Video Series
  • Estate Planning
  • Families with Special Needs
  • Finances
  • Financial Insights Video Series
  • Financial Planning
  • Investment Strategies
  • Retirement
  • Retirement Planning
  • Security
  • Tax Planning
  • TFS News
  • Uncategorized
  • Video
  • Volunteering

Follow Us

Menu

  • Home
  • Our Clients
  • Our Team
  • Our Services
    • Embracing Retirement: Long-Term Wealth Preservation
    • Your Personal CFO
    • Financial Planning for Families with Special Needs
    • Financial Planning for Business Owners
    • Institutional Planning & Investment Management
  • Privacy Policy
  • Form CRS

Resources

  • Events
  • Webinar Recordings
  • Free Resources
  • Blog

Contact Us

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

Phone
(425) 776-0446

Fax
(425) 670-9162

Disclosures

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.

© 2025 All Rights Reserved.

Warning


You are now leaving tfsadvisors.com

Confirm Cancel