Welcome to Our Recurring Q&A Event
Join us for our regularly scheduled Office Hours Q&A! In this session, Dale will be going over what retirement coaching is, and how TFS Advisors has incorporated the principles of this program into their client work. We’d love to have you! Feel free to submit questions ahead of time to retire@tfsadvisors.com.
What to Expect
August 19th, 12 PT
In this virtual Q&A session, we’ll be focusing on answering questions from both clients and non-clients about what retirement coaching is, and how the TFS Advisors team has embraced it as part of their holistic planning practice.
We’ll be answering questions such as:
- What is retirement coaching?
- How does TFS Advisors offer retirement coaching?
- How did Dale discover retirement coaching, and why is it important to the TFS team?
And more!
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 retire@tfsadvisors.com! Ready to register? 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…
Risk
Assessment
Cash Flow
Analysis
Income
Planning
Investment
Analysis
Goal
Development
Legacy
Planning