Building Strong Client Relationships
At TFW Advisors™, we prioritize relationships over transactions. We don’t bill for projects or specific services; we bill for the relationship. This approach ensures that our clients receive consistent, high-quality service and support. We put our money where our mouth is, standing by our commitment to your success.
Building Strong Client Relationships
At TFW Advisors, we prioritize relationships over transactions. We don’t bill for projects or specific services; we bill for the relationship. This approach ensures that our clients receive consistent, high-quality service and support. We put our money where our mouth is, standing by our commitment to your success.
We believe that trust, transparency, and mutual respect are the pillars of a successful partnership. That’s why we offer personalized services catering to your financial situation. Our team is nimble, adapting and staying up-to-date with ever-changing tax laws and regulations. By continuously engaging with you and adapting to your evolving challenges, we ensure that our relationship remains strong and beneficial. Together, we can achieve remarkable outcomes.
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The Four Pillars of Tax-Free Wealth™
At TFW Advisors™, you’ll discover a holistic approach to your success through our Tax-Free Wealth System™.
Wealth Strategy
Most entrepreneurs are very clear about their business and how to produce great products and services for their clients while consistently increasing their profitability. These same entrepreneurs, when presented with the task of how to invest outside of their businesses, are unclear and uncertain about whether to take the traditional financial planning path or some other path with their wealth. TFW partners with our entrepreneur clients to help them decide the best path for them including the best asset class on which to focus and the best way to set up an effective team to help them achieve their goals. The best investors in the world have certain things in common, one of which is their relentless focus on a single type of asset and specific criteria for investing. And they have learned that investing is a team sport. Remember how you invest your money has an enormous impact on how much tax you will pay in the future. The tax law is a series of incentives for specific types of investing and without a clear wealth strategy, your tax strategy will be severely weakened.
Tax Strategy
A tax strategy is much more than a bunch of tactics or loopholes for reducing your taxes on the money you earn. It includes a need for you to be educated so you can reduce your taxes every day of every week and every month of every year. Every dollar you earn is either taxed or not and every dollar you spend is either deductible or not. A complete tax strategy, combined with a wealth strategy, will enable you to reduce your tax rates, improve the type of income you earn so it is taxed at a lower rate, will include ways to earn money tax free and to offset taxes from other income by the investments you make and the way you make them. Combined with a legacy strategy and a wealth strategy, a tax strategy can quickly become a way to lead a Tax-Free Life™.
Asset Protection Strategy
The goal of a tax strategy is to protect your money from politicians. At the same time, you need to protect your money from pirates and predators. As you build massive wealth, many people will want to come after your money. You need to set up the asset protection as early as possible. It’s not very effective to put on a seat belt after you crash. You have to start early. This includes the types of entities you use to own your assets as well as they way you set up your legacy strategy to pass on your wealth to your family and charities. Great asset protection provides peace of mind without costing you an arm and a leg.
Legacy Strategy
One of the least understood aspects of your financial well being is the need for legacy planning. Whether you are planning to leave your money to your spouse, your children, your grandchildren or a charity or even if you plan to spend all of your money while you live, you need a legacy strategy to protect you and your loved ones from pirates and predators as well as from the government. Legacy planning is an essential part of a holistic wealth and tax strategy. The trusts you use in your legacy strategy could help you reduce your current income taxes while providing for your favorite charity and your loved ones. And, of course, let’s not forget that the government wants a piece of the action as well. Gift and estate taxes can easily consume 50% of your wealth without good planning.
Client education is one of our top priorities, you’ll always be informed and empowered in your financial journey.
“The TFW Advisors™ team simplifies everything and takes the fear away from the subject of taxes, their advice and support is world class.”
TIM MILES
“The TFW Advisors™ team is top notch. They did an excellent job of listening to my concerns and tailoring our meetings to meet my needs. They are extremely knowledgable and I am so grateful to have found them. They will be a vital part of my team for years to come.”
COREY SHAW
“Tom Wheelwright shows you everything you need to know about owning a business and retiring well financially. So happy I could join his team with TFW Advisors™.”
KATHY B.
Realize the Full Possibility that Your Wealth Creates
At TFW Advisors™, we believe that your wealth has the power to unlock endless possibilities.
Our team of experts works closely with you to understand your goals and create a personalized wealth strategy that maximizes the full potential of your assets. Through our comprehensive financial services, we help you achieve a Tax-Free Lifestyle™ and secure your financial future. Let us help you unleash the boundless opportunities that your wealth can create.
Embrace your Tax-Free Future™.
We’re excited for you to connect with us 