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The TFPlan

A Custom Designed Financial Plan for Business Owners

Your Takeaway

  • 3 Meetings Per Year

  • Planning Roadmap

  • Financial Plan: 15-60 page report covering Cash Flow, Goals, Asset Allocation, Tax Summary, Debt Plan, Estate Planning Targets.

  • Quarterly Market Summaries

  • Year-Round Access


Retirement Advisory Services

Many companies offer a 401(K). We go deeper. Our financial wellness program increases employee loyalty. It cuts hidden costs and reduces your legal responsibilities. Partnering with us improves all aspects of your business for a better, safer future..

ManageYour Cash

Steer clear of the low interest rate environment offered by big banks with our adept cash management strategies. We pinpoint opportunities for your company’s reserves, turning stagnant cash into a dynamic asset that actively nurtures your business's financial health

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Real Estate Advisory 

We help you navigate the commercial and investment real estate landscapes, leveraging key investor calculations for optimal asset growth and diversification. Commercial Real Estate guidance. Investment Real Estate tax solutions. 1031 Exchange. Commercial Lending. Shelter from Creditors.

Tax Saving Strategies 

Through Income Tax Planning, we identify credits, deductions and strategies available to business owners to minimize your tax burden effectively. Our comprehensive approach will assess your entire picture:


  • Leverage available business credits

  • Bonus Depreciation/Section 179

  • Charitable Deduction Planning

  • Real Estate Tax Strategies

  • Maximize Deductible Retirement Contributions

  • Qualified Business Income (QBI) Optimization

  • Harvesting Tax Losses

  • Minor Dependent Child-employee deductions

Leverage our expertise to craft a financial plan that maximizes your savings and lets you keep more of your money!
Filling Out Tax Form
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