Colleague work-from-home policy

Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue...

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The SECURE Act Highlights

On December 20th, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which is being described as one of the most sweeping retirement security legislation to move through Congress in decades. Now that...

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2020 Tax Reference Sheet

Our 2020 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2020 tax year. If you have any questions about...

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From TFO Phoenix - The Last Decade

Dear Friends, As we get used to writing our dates with a “20” at the end, most of us have probably paused at least once to think about what our lives and...

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TFO Phoenix Named to 2019 Top 100 Wealth Managers by RIA Channel

December 16, 2019 – TFO Phoenix is excited to announce it has been named as one of 2019’s Top 100 Wealth Managers by RIA Channel. Thank you to our clients and employees for making this recognition possible. Click...

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The Zoo and You - A Story From TFO Phoenix

Dear Friends, Earlier this month, my nine-year old son participated in an annual tradition amongst fourth graders at his school: The overnight field trip to the Phoenix Zoo. Many parents of the fourth graders, including my wife,...

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Server Maintenance

This weekend we will be performing maintenance on our server. As a result, our team will not have access to their email beginning this Friday evening through tomorrow (Saturday) afternoon. If you have an urgent matter during this time, please contact a member of your engagement team.