Consulting Services

TFM Financial Management Inc. (TFM) offers fee-only financial planning.

Learn more about our consulting services:

Retirement Income Security Plans

Preparing retirement income security strategies includes the design of a cash flow projection addressing the growth and depletion of wealth plus all sources of income, tax… read more

Investment Management Strategies

Investment management strategies examine investment objectives, investor profiles and an ability to handle volatility in their portfolios with a measured amount of risk to their… read more

Wealth Management Oversight

Overlay these issues with who in a household should own each type of investment account and how they should be funded and depleted gets into… read more

Estate Planning

Clients of every age need to consider estate planning strategies beyond preparing personal wills. Estate planning includes ensuring we have in place Enduring Powers of… read more

Inquire About Our Services

Please contact us with any questions about our consulting services.