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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
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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.

Why Edmonds, WA Is (STILL) A Great Place For Retirees

In 2018, Edmonds Washington was featured as a leading retirement destination by Where To Retire magazine.  But you don’t have to convince us that Edmonds is the place to be.…

Are There Good Ways For Parents To Financially Support Their Adult Children?

Parenting—there’s nothing quite like it.  It’s said that once you’re a parent, you never stop, and in terms of spending, this proverb might just hit the nail on the head. …

Retirement Risk Is Real: How To Effectively Manage It To Find Security and Confidence

Life is full of contradictions, compromises, adjustments, and balancing acts. Retirement is no different.  Building a retirement plan that encapsulates your goals and values as well as stands the test…

Beware of the Wolf in Sheep’s Clothing

  There are a number of resources available to consumers who want to research their advisor before moving forward with an engagement.  #1: FINRA Broker Check This tool is…

The In-Depth Process To Calculate Your Social Security Benefit

There are several reasons to watch the Super Bowl—competition, the love of the game, the halftime show, and for some, most importantly, the commercials. Superbowl commercials have developed a reputation…

How To Know If Your Financial Advisor Is Working For You Part 2

Welcome back to our series where we provide readers with the tools and resources to find the right advisor team for them. Working with a financial advisor is a meaningful…

Your Top Medicare Questions Answered By Kelly Allen, Part 3

Welcome back! Our Medicare amusement park ride is about to come to an end. We are pleased to present our third and final installment of our Medicare Series with insurance…
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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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Contact Us

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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