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Dale Terwedo, CFP®, ChFC®, CLU®, BFA™

Financial planning for Boeing executives and retirees

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TFS Advisors Dale Terwedo, CFP®, ChFC®, CLU®, BFA™
Edmonds, WA

Serving Clients Nationwide

Financial planning for Boeing executives and retirees

(425) 776-0446

Website

Areas of Focus

  • Cash Flow
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Dale Terwedo. When I founded my original practice in 1983 and then TFS Advisors in 2008, I had one goal - to bring confidence and clarity to my clients’ financial lives. As I worked with clients for over 38 years, it became apparent that the pre-retirement transition was often the most challenging both financially and emotionally. With so many moving parts, clients felt overwhelmed and fearful that they’d miss a key detail that could jeopardize the retirement lifestyle they’d been working toward.

As a way to expand my ability to positively impact my community, I became an Angel Flight volunteer pilot in 2001. Angel Flight is a non-profit charitable organization of pilots and volunteers who provide transportation to those who are financially distressed or have a time-critical medical condition. Few pilots in Washington State are Angel Flight Command Pilots. Through my connection with Angel Flight, I started to connect with other pilots in the Edmonds and greater Seattle area, and my community steadily expanded to include Boeing employees and executives.

Working with Boeing executives who are gearing up for retirement has been incredibly rewarding. Our team’s focus is to guide our Boeing clients to a mindset of abundance, and to help them leverage their many employee benefits and opportunities to create a retirement lifestyle they get excited about. Together, we set realistic expectations for retirement spending (which often exceed what our clients anticipated they’d be able to achieve through their savings!), put guardrails in place to help them stay on track financially, and align their goals and values with their wealth.

On a personal note, I married Tara in 1981. We have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.

Professional Designations

  • Behavioral Financial Advisor (BFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Primary Location

100 2nd Ave S., Suite 300 Edmonds, WA 98020

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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

About our Firm

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

Fife High School, HS Diploma, Math, Science, Physics

Awards and Honors

  • ✔️ 2008 Small Business Executive of the Year – South Snohomish County Chamber of Commerce

  • ✔️ 2008 Edmonds Citizen of the Year

  • ✔️ 2004 Wings of an Angel Award

Badges

Hobbies and Interests

  • Camping
  • Church
  • Family
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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