Purse Strings Approved Professionals

 
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Dorothea Cole Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Dorothea Cole
Managing Partner/ Owner, Full Circle Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Business Financials
  • Business Planning
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
LOCATION
9400 River Crossing Blvd #104
New Port Richey
Florida
34655
United States
Virtual Appointments Available
Dale Terwedo Purse Strings
Financial Advisor and Financial Planner
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Dale Terwedo CFP®, ChFC®, CLU®, BFA™
Certified Financial Planner and Founder, TFS Advisors, TFS Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
At TFS Advisors, our team is passionate about supporting women through holistic, fee-based financial planning. Many of our clients are women who have been widowed Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Caregiver Assistance Planning
  • Charitable Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Coaching
  • Executive Compensation Packages
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Socially Conscious Investing
  • Special Needs Planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
100 2nd Ave S
Edmonds
Washington
98020
United States
SERVING:
AZ, WA
Virtual Appointments Available