Special Services
Specialized skills for unique client needs
In addition to our comprehensive Financial Planning and Asset Management services, we provide assistance for individuals, families, and organizations with highly specialized requirements.
Managing life's transitions
TFC provides specialized assistance to individuals experiencing major life-changing events, such as retirement, marriage, divorce, an inheritance, the birth of a child, or the death of a family member. The goal is to help you make intelligent financial decisions based on your particular circumstances, and to face the changes in your life with clarity and confidence. We also provide advisory services tailored specifically to women who have experienced significant financial changes.
Services for non-profit boards
TFC provides tailored investment services and specialized guidance to non-profit board members who have fiduciary responsibilities for endowment and foundation portfolios.