TFF Financial Suite
TFF offers various services for different points of your journey, check them out below.
Tax-Free Retirement
Wondering where to invest your money now so you can have peace of mind and live comfortably tomorrow? That's a real concern that can make millions of dollars of difference in your golden years and when saving for your children's college education. We'll guide you to capitalize on your investments so you live your best life, Tax-Free & Free From Losses due to Stock Market Losses.
We were all raised to believe that the most responsible thing you can do with your money is save some of it for your future.
Losses like we had in the the early 2000's & 2008 accompanied with almost certain future higher income tax to help resolve the trillions of debt our country is in will make it nearly impossible unless precise strategies are exercised.
Using strategies that are rarely ever mentioned we can, on average, increase your nest-egg by 3-5x.
College Funding
There are two different prices for a college education- one for the informed buyer and one for the uninformed. Which price will you pay?
We can quickly and efficiently identify and assess strategies for helping you save ON, not just for the cost of college. These school-specific college planning, funding and cost saving strategies are customized to your finances, preferred schools and college funding timeframe.
We illustrate strategies for low-income earners, middle-income earners and yes, high-income earners. Whether you believe you make too much or not, let's chat, you may be pleasantly surprised!
401k Compliance
Businesses big and small are leaving themselves open for major financial penalties. Do you know if you're ERISA compliant? We do!
Many businesses, big or small, offer some form of qualified retirement plan and, in doing so, they fall under the governance guidelines of the Employee Retirement Income Security Act of 1974 (ERISA). ERISA establishes guidelines and minimum standards designed to protect employees of private sector companies who participate in retirement and welfare benefit plans. Businesses administering a qualified retirement plan that aren’t in full compliance with ERISA could be subject to costly penalties.
As an employer who provides these ERISA plan benefits, you are also considered by ERISA to be a named fiduciary who takes on the responsibility of administering these plans and, likewise, the liability* should your plans not comply with the guidelines and standards established by ERISA.
If you're interested in being your company's HERO by saving them from major fines and penalties, contact us today and see if your company is exposed.
Tax Mitigation
Proactive Tax Planning - more often than not when you go to get your taxes done, you're writing a history paper; what you spent and when...
But have you ever sat down with anyone and looked ahead to the next tax season with proven planning strategies that look out for your best interests? Connect with our branch of Tax Mitigators here.
Life Insurance
TFF can help you find the best life insurance plan for your health and family financial goals. One of the key reasons people seek out life insurance is to protect their family when they pass. It's a fundamental part of having a sound financial plan, and we can help you get started.
ERTC
Employee Retention Tax Credits, or ERTC are part of a $370 BILLION government stimulus package created in an effort to help small companies who were impacted by COVID-19 shutdowns. There is still time to claim your Tax Credit- Find out if you qualify by reaching out to us for a no cost, no obligation look at what you are entitled to.
Estate Planning
Estate Planning is a necessity for everyone, but unfortunately not everyone can justify the cost of the many hours of attorney fees- not to mention the added fees should you need to change your plan. Everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind.