Our Services

A good doctor, when analyzing a health problem, goes beyond the obvious to ask about other factors that may be contributing to the problem. The same occurs in developing a financial plan for your future. While we can devise single application solutions, looking at the "whole picture" brings the full extent of our knowledge to your unique financial situation.

The following list of Tweed Financial's areas of proficiency - and the supporting pages - are designed to give you an idea of the expertise you can put to your advantage. But often, by talking with clients about their entire financial and family situation, we find the best solution isn't one or two tactics, but rather a comprehensive merging of opportunities that allow you to take full advantage of our knowledge of the tax code and investing.

We encourage you to learn more about Tweed Financial through the pages here on this site and by attending our popular and educational seminars. You'll be pleasantly surprised to learn how your financial situation may be improved.

REAL ESTATE

- Real Estate Investment Trusts (REITs)
- Fractional Interest Shares in Major Properties 
- 1031 Exchange Replacement Properties Available
- Alternative Tax Deferral Strategies

ADVANCED TAX STRATEGIES

- Tax Efficient Investments
- Capital Gains Tax Deferral
- Qualified Retirement Plans
- Over funded IRA Strategies

ESTATE PLANNING

- Living Trusts
- Life Insurance Trusts
- Charitable Remainder Trusts
- Private Foundations

INVESTMENTS

- Stocks & Bonds
- Alternative Investments
- Fixed, Variable, & Equity Indexed Annuities
- Individually Managed Portfolios
- Oil & Gas Programs

INSURANCE

- Life Insurance Strategies
- Long Term Care Insurance

The information provided on this website is general in nature and is for informational purposes only and does not constitute legal or tax advice. /Contact a tax advisor or attorney prior to making any investment decision based on this information. We do not guarantee that the ihformation is supplied is accurate, complete and timely, and it does not make any warranties with regard to the results obtained by its use.