Tweed Financial Services, Inc.

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Rusty Tweed
® Certified Estate Advisor


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Mission Statement


At Tweed Financial Services, our mission is to benefit the full financial well being of our clients during their lives and assure that their estate passes on as they desire.

In doing so, we recognize that financial planning is a very complex subject and must out of necessity consider not only a client's investments but also the "whole picture" -- their tax situation, income needs, family needs, goals and objectives and risk tolerance. We prefer to work with clients on a comprehensive basis to assure that they use the investment vehicles and strategies best suited to their goals given the constantly changing nature of today's financial markets and tax laws.

Our people are chosen on the basis of their dedication to the best interests of our clients and the willingness to go the extra mile to help them. In those areas where we are not expert, we tap into a network of proven professions for specific advice.

®Certified Estate Advisor and CEA® are registered service marksof the National Association of Financial and Estate Planning (NAFEP).