Tocco Financial Services

 You, Your Family and Your Goals Are Important To Us!

The advisors and staff at Tocco Financial Services (TFS) have one goal.  That is to provide our clients with the highest quality financial planning and investment management to help you pursue your long-term goals.  This involves getting to know you thoroughly and working with you to implement and coordinate plans that you understand and feel comfortable with.

Our advisors at TFS are CERTIFIED FINANCIAL PLANNER™ professionals or are currently working towards their CFP® certifications.  Not every financial planner is a CERTIFIED FINANCIAL PLANNER™ professional.  Your financial needs and desires are important, and as such we feel that you deserve nothing less than to work with a CFP® professional.  Click on our CFP® link to find out why working with a CFP® professional is important.

TFS utilizes the brokerage services of LPL Financial.  LPL Financial is a leading diversified financial services company and the nation's largest independent broker/dealer*, with headquarters in Boston, Charlotte and San Diego.  LPL Financial supports more than 12,500 independent financial advisors in over 7,000 offices nationwide.

If you want to feel like you, your family and your goals are important to your financial advisor, you belong with Tocco Financial Services.

 

*As reported in Financial Planning magazine 1996-2011, based on total revenues.

  
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

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