Company Overview
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.
Helpful Content
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.