Welcome to Our Event for CEOs and Founders
At TFS Advisors, we are proud to serve many clients who are business owners. The truth is that CEOs and founders like you have many more challenges to face during their retirement planning journey:
- Maximizing retirement planning when your business is your #1 asset
- Expanding the value of your business before retirement
- Creating a plan to sell your business, or build a succession plan, to free up retirement cash flow
- Having a lifestyle plan for after you exit your business
- Navigating the many ups and downs of business ownership — emotionally and financially
In this virtual event, we’ll be reviewing these pain points, and offering ideas and insights into how CEOs and founders can plan for retirement.
What to Expect
In this virtual session, we’ll be focusing on answering questions from both clients and non-clients who are currently retirement planning as business owners, and want help navigating the unique-to-them roadblocks they’re facing.
This virtual event is one we’re excited to host frequently this year. We’re hoping to create a judgment-free zone for attendees from all life stages and financial backgrounds to come, get their questions answered, and have fun!
Have questions you want to submit ahead of time? Email us at email@example.com! Ready to register? Sign up here!
Sign up here!
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…