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Custom guidance

for business owners

We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, TFCU Financial Advisors can be your guide.

Discover the ways we can help

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Explore services

We can walk with you through every step of owning a business – and lend our expertise.


Wealth management


Banking & lending


A comprehensive suite of cash management and lending solutions

Our History


Investment management

 

Set in motion investment management strategies to fit your needs

Our Values


Business valuations

 

Access the value of your business before you make your next strategic move


Building a legacy on your terms

Business owners are often too busy to reflect on whether they’re giving enough attention to what matters most. That’s why we’ve gathered resources and inspiration to help clients consider the impact they want to make in their career, family and community.

Related resources

Amortizing loan calculator

Enter your desired payment - and let us calculate your loan amount. Or enter in the loan amount, and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made and total interest paid. Press the “Report” button to see a monthly payment schedule.

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Cash flow calculator

Having adequate cash flow is essential to keep your business running. If you run out of available cash, you run the risk of not being able to meet your current obligations such as your payroll, accounts payable and loan payments. Use this calculator to help you determine the cash flow generated by your business.

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Your marginal tax rate

Knowing your income tax rate can help you calculate your tax liability for unexpected income, retirement planning or investment income. This calculator helps you estimate your average tax rate, your tax bracket, and your marginal tax rate for the current tax year.

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You've worked hard for what you've built. Let us help you manage and preserve it.
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Are you ready?

Let's talk retirement and make a plan.