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.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Gift-giving is an important and cherished part of the holiday season for people around the world.
With the right planning, you can build confidence in the life you’re building together.
Are you showing your paycheck the love it deserves?
A change in your mindset during retirement may drive changes to your portfolio.
Ever wonder what separates the folks who are financially comfortable from the rest of us?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Preparing for the unexpected can make all the difference if your family relies on your income.
Imagine your ideal post-pandemic retirement with this animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.