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
- SEP IRA
- Simple IRA
- Educational IRA
- 401(k) Planning
- 403(b)(7) / TSA Planning
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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
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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
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