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.
Clarity
See a clear picture of how your financial goals influence your strategy, budget, and future.
Understanding
Learn about the philosophy and reasoning behind your investment strategy and the decisions we make together.
Confidence
When you are confident in your strategy, you may find it helps you sleep better, work better, play better – live better.
Discover How We’ll Work With You to Build a Financial Plan Designed for a Successful Future.
BELIEFS
We believe the best partnerships are based on trust, open communication, and collaboration. Those three values form the foundation of our client relationships.
With this foundation in place, we believe we are better able to fully understand your needs and how we can help you reach your goals.
STANDARDS
As a fiduciary, fee-based advisory firm, we have an interest in your investments increasing in value as our fee is based on the total value of your investments under our care.
Our advice is held to the fiduciary standard, which means we are required by law to act in your best interest, regardless of what that means for our compensation.
*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.