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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • WHO WE SERVE
    • Families
    • Divorcees
    • Widows
    • Businesses
    • Boeing Employees
  • WHO WE ARE
    • The TFS Story
    • Investment Principles
    • Community Involvement
    • Our Team
  • WHAT WE DO
    • Services
    • Our Process
    • Fees
  • RESOURCES
    • Calendar
    • Library
  • BLOGS
  • CONTACT US
Aug 10

Should You Support Your Grandchild’s Education? (And How To Do It)

If there is one thing you can count on, it’s the rising cost of education.  The United States spends more on college than any other country, according to the Organization for Economic Cooperation and Development (OECD). With families averaging about $30,000 per student a year, assuming a 4-year graduation rate…
Jul 20

Top Questions You Need To Be Asking Your Financial Advisor

An advisor’s most valuable asset isn’t money in an account. It isn’t returns, percentages, fractions, and proven formulas. The most valuable asset for a financial advisor is much simpler than that. It taps into the very essence of the profession and what is destined to keep it alive, Trust Without…
Jul 05

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 in and out of the city as they worked and raised their 2 kids. As recent empty-nesters, the couple wants to…
Jun 14

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 an important task. Here at TFS, we serve many clients who are married or have long-term relationships and have discovered…
Jun 02

How To Avoid Spontaneous Financial Decisions In Retirement

Retirement can last a long time. Depending on when you decide to retire, you could be living in your golden years for 30 years or more. Planning for your expenses a few decades at a time will take time, attention, and proper execution to give you the life you have…
May 15

When Should You Claim Your Social Security Benefits?

On August 14, 1935, President Franklin D. Roosevelt signed a piece of paper that would change the way Americans viewed and funded retirement. That hot, late-summer day in our nation’s capital led to the dawn of a program that has survived now for nearly 85 years. While there have been…
May 01

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 of comfort and jubilation. Each day has been a promise to stand by and walk with one another no matter…
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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

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(425) 776-0446

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(425) 670-9162

Disclosures

Primary Service Areas: Edmonds, Lynnwood, Kenmore, Bothell, Everett, Mukilteo, Kirkland, and Seattle.

Advisory services offered through TFS Advisors, LLC, a registered investment advisor not affiliated with FSC. Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor.

Fee-based advisory services are available only to residents of: AZ, CA, CO, DE, ID, IN, MA, NC, ND, OR, PA, TX, WA

Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal natures, you should consult with your tax or legal counsel for advice.

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