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Our Services

At TFB Advisors, our focus is on serving entrepreneurs and business owners who aspire, as we do, to put their time, talents, and financial resources to work for some higher and more lofty purpose than simply running a successful business entity. Money, when managed properly and channeled “right” (according to you, the business owner, and your company stakeholders), can – when coupled with the right vision – be a force multiplier in the world.

Whatever you’re dreaming of – personally or professionally – having a professionally developed blueprint to help guide day-to-day decisions is important. Your business and life will, inevitably, take some twists and turns, so it’s equally important to have a small team of trusted advisors at-the-ready – professionals you trust to advocate for you, problem-solve with you, be by your side through thick and thin.

TFB Advisors offers sophisticated financial planning, investment management, and wealth building solutions for business owners, executives, and their families.

As entrepreneurs ourselves, we at TFB Advisors understand the unique challenges that business owners face when it comes to managing finances and building wealth. Our team of experienced professionals is here to help you navigate these challenges and achieve your financial / life goals. We offer a range of services designed specifically for entrepreneurs and business owners. Whether you're just starting out, or looking to grow, or even potentially exit your business, we can provide the guidance and support you need to succeed – on your terms. Our services include business planning, tax planning, retirement planning, investment management, and more.

We believe that thoughtful blueprinting is key to the success of any individual, family, or business. That's why we take a holistic approach, considering not just your business goals, but also your personal goals and values. We'll work with you to develop a customized plan tailored to meet your unique needs and help you achieve not only your financial objectives but your life and legacy goals.

TFB Advisors is dedicated to providing the highest level of service to our clients. We pride ourselves on our responsiveness, attention to detail, and commitment to delivering results. As an Investment Advisory firm, we are held to fiduciary standards and will always put your best interests first.

Whether you need help with a specific financial challenge or are looking for ongoing support and guidance, we’re here to help.

Our deep history of working with entrepreneurs and business owners gives us unique perspective. As a result, we have established a highly bespoke process built on experience.

We not only help our clients plan for the future they envision, but also anticipate challenges and opportunities they haven’t considered.
Thank you for considering our firm for your financial advisory and business planning needs. We look forward to working with you and helping you achieve your most exciting and important goals.

Enhance and simplify your life. Contact us for a confidential get-acquainted conversation.

CORPORATE RETIREMENT PLANS

CORPORATE RETIREMENT PLANS

As a business owner, you may feel an obligation to enhance the financial health and wellbeing of your employees. If you’re interested in implementing an employer-sponsored retirement plan, we can help design a program that meets the needs of your business and employees while complying with all regulations.

Our full-service corporate retirement plan services include:

  • 3(38) and 3(21) Investment Fiduciary Services
  • Open architecture investment selection
  • Investment analysis and benchmarking
  • Fee analysis and benchmarking
  • Investment policy statement (IPS) support
  • Investment selection and monitoring
  • Fiduciary risk management
  • Provider search assistance

  • The following services are provided through our affiliate, Tax Favored Benefits, Inc.:

  • In-house TPA
  • Plan design consultation
  • ERISA compliance
  • 3(16) Plan Fiduciary Services
  • Enrollment & Education Services
Investment Management Strategies*

Investment Management Strategies*

Proper asset allocation is an important component of any financial plan, but there’s more to investing than achieving the highest possible return. We believe your investments should work alongside your overall financial plan to help you achieve your goals, which is why your financial plan serves as the foundation of your investment strategy.

Your specific goals help us identify your liquidity needs, risk tolerance, legacy wishes, retirement income requirements and investment timeframe. Using this information as a framework, we develop a diversified portfolio to help guide you toward achieving your dreams.

Your portfolio is diversified across asset classes and incorporates cash, fixed income, equities and alternatives as appropriate based on your current financial situation and long-term objectives. 

*No investment strategy can guarantee a profit or protection from loss.

Our open architecture approach allows us to incorporate multiple asset managers and a variety of vehicles including individual securities, mutual funds, separately managed accounts and exchange-traded funds (ETFs). Throughout the allocation process, we remain focused on reducing expenses and tax liabilities within your portfolio.

Once your asset allocation is established, we continuously monitor and adjust your investment mix to help ensure it continues to meet your needs as your life and financial situation evolve over time.

Retirement Planning

Retirement Planning

You’re never too young to start planning for retirement. We help you develop a comprehensive retirement plan that works alongside your overall financial plan and investment strategy to give you the best possible chance of achieving your retirement goals.

As you near retirement, we gradually shift your portfolio from growth-focused to income-focused. Once you have retired, your retirement income strategy kicks in which is designed to cover your monthly expenses. We revisit your strategy on a regular basis and make adjustments to account for your changing needs in retirement.

Financial Planning Services

Financial Planning Services

We take a comprehensive approach to wealth management by incorporating all aspects of your personal financial life into a single financial plan. This financial plan serves as a blueprint to help us build out the services and support that will guide you toward achieving your goals.
Based on your specific needs, your custom financial plan may include asset allocation, education planning, retirement planning, estate planning, education planning, tax planning and more.

Once your plan is in place and working for you, we revisit and reevaluate it on a regular basis to help ensure it continues to meet your needs as your life and goals evolve over time.

ESTATE PRESERVATION

ESTATE PRESERVATION

At TFB, we understand that planning for the future is about more than securing assets for your lifetime – it’s also about leaving a legacy for the people and causes that matter most to you. That is why we incorporate estate planning strategies into each client’s overall financial plan.

We partner with your attorney to build a custom estate plan that is in line with your overall financial and legacy goals. We help ensure you have the necessary documents and protections in place to leave a lasting legacy while minimizing estate taxes.

Risk Management

Risk Management

We understand the importance of protecting your loved ones and securing their financial future. Our firm is committed to utilizing reliable, personalized, and affordable solutions tailored to meet your unique needs.

We offer a wide range of solutions designed to provide financial security and peace of mind. Each plan is customizable to suit your individual or business requirements, ensuring you have the right protection at every stage of life.

Retirement Income Strategy

Retirement Income Strategy

A retirement income strategy can help you feel confident that you will be able to maintain a comfortable lifestyle in retirement. Driven by your goals, we develop custom retirement income strategies to meet your needs.

We implement a variety of strategies to establish a steady stream of income that will last throughout retirement. We also help ensure your Social Security payments are properly enhancing your overall retirement income stream.

EDUCATION PLANNING

EDUCATION PLANNING

If you have a goal of funding higher education expenses for a child or grandchild, it’s important to have a plan in place. We can help you implement a custom savings strategy that helps reduce taxes and maximizes your ability to offset rising tuition costs.

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