Products & Services

Here is what you can expect from your team at TFS Wealth Management 

Why TFS? What Make Us Special!

  • Personalized, Best in Class Service
  • Ongoing Unbiased Financial Advice
  • Investment Portfolios Designed for Your Personalized Needs and Goals
  • An Exclusive, Research-Based, Highly Diversified, Quality Approach to Investing
  • Low Institutional Costs
  • Access to a Superior Team of Specialized Money Managers
  • Continuous, Disciplined Monitoring of your Program
  • Customized Performance Reporting Package

Investments Products

  • Stocks
  • Government, Municipal, and Corporate Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Exchange Traded Funds
  • Brokerage Cash Management Accounts
  • Foreign Bonds
  • Variable Annuities
  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • Alternative Investments
  • Section 529 College Savings Plans

Retirement Plans

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Educational IRA
  • 401(k) Planning
  • 403(b)(7) / TSA Planning

Tax Planning and Preparation

  • Annual Income Tax Return Preparation
  • Periodic Tax Planning
  • Relocation Tax Issues
  • Representation Before the IRS
  • IRS and State Tax Audits
  • Business Start Up Consultations
  • Business and Corporate Tax Returns
  • Small Business Bookkeeping and Accounting Services
  • Income, Gift, and Estate Tax Returns

Insurance Products

  • Fixed Life Insurance
  • Variable, and Equity Indexed Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Fixed and Equity Indexed Annuities
  • Employee Benefits
  • Property and Casualty Insurance

Investment Advisory Solutions 

  • Comprehensive Wealth Management and Financial Planning
  • Mutual Fund and ETF Wrap Accounts
  • Custom Asset Allocation Solutions
  • Separately Managed Accounts
  • Flexible Unified Managed Accounts
  • Retirement Income Planning
  • Business Continuity and Succession Planning
  • Estate and Elder Care Planning
  • Education and College Financial Aid Planning

Mortgage Service Products available:

Purchase and Refinancing Programs:

  • Standard Conventional
  • HomeReady
  • Home Possible 
  • FHA Programs
  • No Down Payment USDA and VA for Purchase
  • Refinancing  VA & USDA
  • Grant Programs towards 0 Down Payment
  • Jumbo Mortgage Programs
  • Fixer-Upper Programs
  • New Construction Programs
  • Investment & Second Home Purchase Programs
  • Cash out Refinancing
  • Streamline Refinancing

Specialty & Portfolio Programs Purchase and Refinance:

  • Unique Properties
  • Credit Challenged
  • Income Challenged
  • Commercial Loans
  • Bank Statement Programs