Here at TFE, we educate people on personal finance.  Whether you’re just getting started, mid-career, thinking about retirement, or retired, we can help.  Because we don’t sell financial products or manage assets, we are unbiased in our recommendations. We aim to educate and help you make the best decisions possible for your situation.

How Can We Help?

Our Services

  • Retirement Planning

    Whether you are a new employee, in the middle of your career, or preparing to retire soon, we can help you create your retirement plan:

    • Navigating which type of accounts best suit your needs, including traditional and/or Roth

    • Asset allocation and investment options, and

    • Retirement withdrawal strategies with a focus on tax efficiency.

  • Investment Education

    We can provide insights into investing on topics such as:

    • Portfolio creation

    • Stock and bond market education

    • Employer sponsored stock purchase plans, employee stock options, and deferred compensation plans

    • How to utilize your investment platform to achieve your financial goals with minimal effort, while remaining focused on taxation.

  • Risk Management

    The amount and types of insurance you carry are contingent upon where you are in life. This includes disability, long-term care, and life insurance. These policies can help protect from loss of income, and erosion of assets, and create wealth for retirement. We can help you review your needs and recommend suitable and appropriate solutions for your situation.