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 14,000 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.  Sign up here for your FREE Weekly Newsletter on current financial news. 

 

*As reported in Financial Planning magazine 1996-2015, based on total revenues.

  

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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In the 5 years since the end of the Great Recession, Americans can finally be upbeat about their financial prospects.

Special Bequests for Special People

A personal property memorandum could be used to make bequests of specific items to heirs.

New Flexibility for College Savings

New investment flexibility for 529 plans and how these plans may help you accumulate savings for higher education costs.

Understanding the Gift Tax

It’s important to understand gift tax provisions in order to take advantage of the exemption and possibly eliminate or reduce potential tax liability.

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