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Put your money to work so you can be more confident about the future, more engaged in the present, and make financial uncertainty a thing of the past.
Financial Planning for More Than Just Retirement
With more than 30 years of wealth management experience, we believe the best financial decisions are a result of clarity, understanding and confidence.
See a clear picture of how your financial goals influence your strategy, budget, and future.
Learn about the philosophy and reasoning behind your investment strategy and the decisions we make together.
When you are confident in your strategy, you may find it helps you sleep better, work better, play better – live better.
*We will coordinate with your existing attorney or we can recommend a TFS partner if you do not have an attorney of your own. TFS does not handle the legal document side of estate planning in-house.
**We will coordinate with either your existing CPA or we can recommend a TFS partner if you do not have a CPA of your own. TFS does not file tax returns in-house.