Financial Planning

At TCFN, we firmly believe in a disciplined approach to financial planning.  We work closely with our clients to uncover needs, talk through challenges, and prepare a course of action that can bring clarity to their financial situation.

The Financial Planning Process

1. Identify your needs and objectives

2. Gather information

3. Analyze information and develop plan

4. Present and deliver plan

5. Implement plan

6. Review progress and update

Areas Of Focus

Retirement Planning

Risk Management

Tax Strategy

401(k) and 403(b) Planning

College Funding

Income Strategies

Estate Services

Trust Services

Profit Sharing Plans

Charitable Giving Strategies