TFS Advisors, Inc. - Tax & Financial Strategies — is an established income tax and estate planning practice based upon years of experience in addressing multi-faceted issues encountered by our clients with high income and net worth, and particularly healthcare professionals, business owners, and executives. Whether we are implementing tax planning strategies, establishing asset protection, assisting in generational planning, or investment management, we capitalize on opportunities and bring value to the client.

Our experienced team includes nationally recognized tax attorneys, tax-planning professionals, pension experts, and financial planners who understand the complex nature of protecting wealth and guiding clients through tax planning and wealth management strategies. We integrate professional counsel with tailored personal service to analyze, design, and implement sophisticated income tax and estate solutions that also provide asset protection.

We work cooperatively with your other advisors to ensure that we have a comprehensive view of your tax and financial situation. We then develop strategies that complement existing conditions. Working with your previously established advisors increases the efficiency and effectiveness of the planning process, while ensuring that our strategy reflects your vision, interests, and desired outcomes.

Our mission is to help individuals preserve their wealth. Our tax strategies protect significant financial resources for clients during their lifetimes and for their beneficiaries, while facilitating the smooth transition of assets. We deliver unbiased and independent advice based on professional knowledge, experience, trust, integrity, and unsurpassed service.