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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.

Your Top Medicare Questions Answered By Kelly Allen, Part 2

Welcome back, readers. With Medicare’s annual enrollment upon us, we are delighted to bring you the second installment of our Q&A with Kelly Allen at Kelly Allen Agency. We spoke…

Why TFS Is Passionate About Financial Planning

What is one thing you always do before going on a trip? You make a plan.  Whether you are the type of person who plans out every meal in advance…

What You Need To Know Before You Relocate In Retirement

Let’s start today’s post off with a story.  Dan and Darcy have lived in Washington State their entire adult lives. They met in Seattle and remained near the area bouncing…

How To Be Partners In Your Financial Plan

Financial planning for couples is a wonderful and exciting challenge. With two unique viewpoints, needs, goals, and priorities finding the right balance to respect and enhance both partner’s visions is…

How To Maximize Spousal Social Security Benefits

As husband and wife, you have been there to support, love, and encourage each other through all of life’s journeys. Amidst the trials and tribulations through to the pure moments…

7 Ways to Protect Your Zoom Meetings: Tips From Your Advisor Group

The Advisor Group has provided us with these handy tips for protecting your Zoom meetings. With more and more people working and connecting virtually, we hope this advice is useful!…

5 Ways For Retirees To Better Cope With Market Trends

The stock market is volatile. The stock market will make corrections. The stock market constantly changes.  These are all things that you have heard before and probably internalized to a…
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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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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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