TFC Financial Management

Skip to content

Financial Planning

The blueprint for achieving your personal goals

Though it's possible to create a financial plan on your own, you may benefit significantly from the support of an experienced team that can help you shape your goals, evaluate your options, and validate your decisions. Individuals who hire the right personal financial management team often find it easier to establish practical, attainable goals, analyze situations objectively, and make smarter decisions. The result is greater control over your financial affairs, the confidence to act, and greater freedom from financial worry.

Whether you are planning for retirement, experiencing a personal transition with financial consequences, or simply want a thorough assessment of your finances, TFC Financial Management is fully qualified to answer your questions and help you achieve or maintain financial security.

Individuals who take advantage of our Financial Planning and Asset Management services typically have a net worth of between $5 million and $20 million. As a full-service private wealth management firm, we offer Financial Planning services that are closely integrated with our Asset Management services.

Comprehensive services, fees aligned with objectives

Our Financial Planning services are comprehensive in scope. We focus on your specific needs, such as preretirement and income tax planning, cash flow management, generational transfers and estate organization, implementation of charitable interests, long-term care insurance, or investment optimization.

We base our annual engagement fee on the complexity of each situation and the scope of the engagement. Because our wealth managment services are highly individualized, we estimate our fees only after an in-depth, no-cost interview, during which we discuss your goals, needs, and resources.

Our fee covers all professional services for the contract year, including the initial data-gathering phase, the construction of a detailed net worth and balance sheet statement, and the final performance evaluation and recommendations. Our services include: