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.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Five phases to changing unhealthy behaviors.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Couples may be able to head off many of the problems in a marriage that money can cause.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirees traveling abroad need to know that their health insurance travels with them.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.