Aaron Terwedo, ChFC®, ChSNC®, NSSA®, FPQP®
Comprehensive financial planning that empowers you to live a life you love.
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Serving Clients Nationwide
Comprehensive financial planning that empowers you to live a life you love.
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Aaron Terwedo, ChFC®, ChSNC®, NSSA®, FPQP®
Hi, I'm Aaron Terwedo. After completing my military career, I knew I wanted my civilian life to reflect one of my deeply held values - serving and helping others. I set out to have a positive impact on the lives of people I worked with in any way I could.When I started with Terwedo Financial Services, I didn’t expect to feel as passionate as I did about financial planning. My intention was to work with the company while I worked my way through a law enforcement program. However, after spending time with clients, it became clear that I had found the place where I could make an impact.
Pre-retirees often desperately need financial guidance, but don’t realize it before it’s too late. Planning for retirement is a challenging and stressful time in their life, and all too often details fall through the cracks. It’s our goal at TFS Advisors to walk with our clients through this transition and give them a comprehensive financial planning experience. We focus on organizing their finances, and pulling in other professionals as needed to ensure every aspect of their financial lives are addressed and accounted for.
Of course, we also understand your life is about so much more than your money. We encourage our clients to start thinking about their retirement 10-15 years before taking the leap. This way they can feel confident about their financial future but, more importantly, we can help them find clarity around the type of lifestyle that will bring them fulfilment in this next chapter.
➕ Learn More About Aaron
Aaron entered the US Army at 19 and served for eight years, including three deployments overseas during the Global War on Terrorism. After that, he worked at a VA counseling center in Mesa, Arizona, during which he also earned an associate’s degree in Criminal Justice from Mesa Community College. He is now a Financial Paraplanner Qualified Professional™.
Aaron has lived in multiple states and countries over the last ten years, but landed back in Washington, where he now lives with his wife, Emily, and their sons, Graham and Channing and their daughter, Oakley. They enjoy camping, sports, and helping fellow veterans in their local community. They are also diehard Seattle Seahawks fans. Go Hawks!
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Special Needs Consultant (ChSNC)
- Financial Paraplanner Qualified Professional (FPQP)
- National Social Security Advisor (NSSA)
Primary Location
100 2nd Ave S., Suite 300 Edmonds, WA 98020
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Want to learn more about our services? Interested in working with a financial planner? Let's chat! Click the 'Book Intro Call' button above to schedule a free introductory call. This brief 15-minute introductory call will help us determine if the TFS Advisors team is a good fit for your unique needs. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About TFS Advisors
At TFS Advisors, we plan for more than just your retirement. Our comprehensive approach empowers our clients to make financial decisions with confidence to move them toward their ideal future.Together, we help our clients clarify their goals and create a financial strategy that helps them move toward the life they’ve always imagined for themselves.
With our background in retirement coaching and comprehensive financial planning, we’re able to connect with our clients over so much more than just the dollars and cents of their financial plan.
CORE COMPETENCIES
✅ Financial Planning
✅ Retirement Coaching
✅ Insurance Planning
✅ Cash Flow Planning
✅ Tax Strategy
✅ Investment Management
✅ Next Generation Planning
✅ Legacy Planning
✅ Education Savings
WHO WE SERVE
Our clients come from every walk of life, and live all over the country. They have big, exciting goals for themselves and their families, and are passionate about living life to the fullest. When they look for a financial planner, they’re seeking a lifelong collaborative partnership.
We pride ourselves in helping our clients from their mid-career to and through retirement. Clients often come to us looking for a partner in their financial life, and as the stress of career and life strains their calendar, they need a team they can count on. As they continue through their career, we help them to visualize their ideal retirement and navigate the transition to their next chapter with peace of mind.
Other clients come to us with only a few years until retirement (if they haven’t made the jump already!) and are in need of a team who can help them to clarify their goals, create a strategy for their retirement finances, and work toward leaving a legacy that’s meaningful to them.
Education
Mesa Community College, Associate's degree, Criminal Justice
Hobbies and Interests
- Camping
- Family
- Football
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Living in Retirement
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