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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are four very good reasons to start investing. Do you know what they are?
How literate are you when it comes to your finances? Brush up with these five basics.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
Taking your Social Security benefits at the right time may help maximize your benefit.