Welcome to TFS Advisors
At TFS Advisors, your future matters, and we plan for more than just your retirement. Our comprehensive approach empowers our clients to make financial decisions with confidence to move them toward their ideal future.
Together, we help our clients clarify their goals and create a financial strategy that helps them move toward the life they’ve always imagined for themselves.
With our background in retirement coaching and comprehensive financial planning, we’re able to connect with our clients over so much more than just the dollars and cents of their financial plan.
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Dale Terwedo, our Founder, presents a retirement seminar regularly at Sun City Festival: Keys to a Successful Retirement Transition. Upcoming dates:
- November 8th, 2023 – 10 AM
- December 6th, 2023 – 10 AM
We’d be honored if you joined us!
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Meet Dale and Aaron
Dale Terwedo 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.
In 2003, Dale decided to put his pilot’s license to good use by flying for AngelFlight West – a nonprofit organization of volunteer pilots who, at their own expense, provide transportation to people who are financially distressed or have a time-critical medical condition. He has found his work as an AngelFlight pilot to be similar to his work as a financial advisor. At AngelFlight, his attention to precision and logic help him get people where they need to go when they’re on a critical timeline. As an advisor, those qualities allow him to help clients make smart financial decisions so they can pursue what is most important to them.
Dale married Tara in 1981. They have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.
Aaron Terwedo 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 sons, Graham and Channing and their daughter, Oakley. They enjoy camping, sports, and helping fellow veterans in their local community. They are also diehard Seattle Seahawks fans. Go Hawks!
What We Do
Unlike many advisors, we do our financial planning in-house.
Our comprehensive plan includes…