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.
Rightsizing for Retirement
What does your home really cost?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Building wealth requires protection from the forces of wealth destruction.
A collection of tips from professional travelers.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
What can be learned from the savings rate?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.