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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • WHO WE SERVE
    • Families
    • Divorcees
    • Widows
    • Businesses
    • Boeing Employees
  • WHO WE ARE
    • The TFS Story
    • Investment Principles
    • Community Involvement
    • Our Team
  • WHAT WE DO
    • Services
    • Our Process
    • Fees
  • RESOURCES
    • Calendar
    • Library
  • NEWS
  • CONTACT US
Dale Terwedo, CFP®, ChFC®, CLU®

About Dale Terwedo, CFP®, ChFC®, CLU®

Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.

Medicare 101: How To Evaluate Your Medicare Enrollment Options: Prescription Drug Plans

Our Medicare trilogy is coming to a close today and we are going out with a bang. Today’s post digs into the intricacies of prescription drug plans. Part D is…

Medicare 101: How To Evaluate Your Medicare Enrollment Options: Supplement Plans

Welcome back, readers. We are so excited to jump right into the second part of our Medicare series, focused on Medicare Supplement Plans. Again, we would like to take some…

Medicare 101: How To Evaluate Your Medicare Enrollment Options: Advantage Plans

With the Medicare Annual Enrollment period right around the corner, it is time to start thinking about your elections for next year. Whether you are new to enrollment or a…

How To Know When You Are Ready To Retire

Is there ever such a thing as being ready to retire? Here at TFS, we believe that the right time to retire is when you find balance and cohesion in…

5 Things You Need to Know Before Retirement

Sometimes it seems there are so many “rules” for retirement. Saving a certain amount of money, waiting until the right time, creating a proper plan for your future. And while…

Why Edmonds, WA Is A Great Place For Retirees

In 2018, Edmonds Washington was featured as a leading retirement destination by Where To Retire magazine. But you don’t have to convince us that Edmonds is the place to be.…

Why We View Money As A Tool

Sometimes, money is a tool that we misunderstand. In many ways, money is the tool we use to help fix, improve, or strengthen our lives. Money drives our decisions and…
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About Our Blog:

TFS Advisors is a fee-only advisory firm located in Edmonds, WA.

Our blog contains our thoughts on everything from starting a portfolio to drawing income from it in retirement. Many of our posts focus on answering frequently asked questions we receive from clients.

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100 2nd Ave S., Suite 300. Edmonds, WA 98020

While TFS is a fee-only advisory firm, staff members are also able to provide other products such as life insurance to fulfill the needs of the financial plan which may result in a commission. In such cases, we provide full disclosure of any benefit we may receive.

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Contact Us

100 2nd Ave S., Suite 300
Edmonds, WA 98020

Phone
(425) 776-0446

Fax
(425) 670-9162

Disclosures

Primary Service Areas: Edmonds, Lynnwood, Kenmore, Bothell, Everett, Mukilteo, Kirkland, and Seattle.

Advisory services offered through TFS Advisors, LLC, a registered investment advisor not affiliated with FSC. Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor.

Fee-based advisory services are available only to residents of: AZ, CA, CO, DE, ID, IN, MA, NC, ND, OR, PA, TX, WA

Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal natures, you should consult with your tax or legal counsel for advice.

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