TFC is a specialty finance and investment firm that partners with high net worth business owners, affluent families, and executives throughout the country. We combine the capital markets, rock-solid tax strategies, and other financial instruments to minimize risk, mitigate taxe, and to build and secure our clients' wealth.
With eighteen years of experience in advising sophisticated clients around the country, TFC is poised and committed to providing you the expertise, access, and results you deserve. Our relationships with the best tax advisors, insurance companies, banks and investment providers is second to none, and ensure that our clients are always up to date on the most powerful financial strategies available.
Our theme — Choose to Know™ — means that we work best with clients who are growth oriented-they didn’t get to the position they are in financially by accepting the status quo.
Our clients all have respectable advice from CPAs, attorneys, financial and investment advisors and have done a fair amount of planning—we get that. Our history of working with people like you has shown that the difference between having this work done, and having it done the best it can be, is invaluable. This is one reason why we get a substantial portion of our business by referrals from clients, CPAs, and other top-notch investment professionals.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tips to avoid checking in luggage on your next vacation.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
With alternative investments, it’s critical to sort through the complexity.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.