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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR CLIENTS
  • OUR TEAM
  • OUR SERVICES
    • EMBRACING RETIREMENT
    • INVESTMENT MANAGEMENT
    • FAMILIES WITH SPECIAL NEEDS
    • BUSINESS OWNERS
    • INSTITUTIONS
  • RESOURCES
    • BLOG
    • FINANCIAL INSIGHTS VIDEO SERIES
    • DALE’S CORNER: RETIREMENT COACHING VIDEO SERIES
    • EVENTS
    • FREE RESOURCES
  • CONTACT US

About Dale Terwedo, CFP®, ChFC®, CLU®

Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.

How to Align Your Nonprofit’s Financial Goals with Its Mission

Nonprofit organizations are driven by their mission, but without solid financial planning, even the most compelling mission can fall short. Nonprofits exist to serve their communities and address some of…

The Pitfalls of Medicare

Alongside Social Security, Medicare is often hailed as a lifeline for retirees. Most employees pay into Medicare throughout their working years and, in return, receive government-subsidized health insurance in retirement.…

What Is The Difference Between Tax Preparation and Tax Planning?

Taxes are crucial to financial planning, yet many people only engage with them during the annual tax filing season. The concepts of “tax preparation” and “tax planning” are sometimes mistaken…

Breaking Down The Bridge Period: What It Is and How To Master It

When asked what you want your retirement to look like, there is a never-ending list of answers. Some people want to travel the world, others strive to build fulfilling encore…

Exploring Edmonds’ Senior Living Options: A Complete Overview

Senior living isn’t a one-size-fits-all experience. Your needs, preferences, and passions are unique; not every community will fit the bill.  Frequently, people exclusively associate nursing homes with senior living. But…

5 Ways To Give Back as a Family This Holiday Season

The season of joy and giving is here! While the holidays are a time for decorations, gift-giving and buying, and indulging in your favorite treats, it’s also a time to…

What Does an Impactful Life Look Like to You? How to Define Your Values and Put Them Into Financial Action in the New Year

Our quest for an impactful life weaves its threads through the choices we make, the values we uphold, and the footprints we leave behind. As we stand on the cusp…
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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.

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.

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

Phone
(425) 776-0446

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(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.

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