Providing individuals, families, and businesses with
fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

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Our Latest.

It's Cyber Monday for Cyber Criminals, Too

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While we are online looking for the best deals, cyber criminals are looking for opportunities to steal our sensitive information. Learn how to protect yourself.

Passing Down the Family History - Bob's Market Observations

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It’s not just transferring material wealth to our children and grandchildren that we should focus on, but our own personal histories. Read more.

Graduating From the Kids' Table

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While dividing attendees into two tables works well for a packed house during the holidays, don’t apply this philosophy to estate planning.

Understand Proposed IRA Changes Before Making Estate Planning Decisions

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Changes may be on the horizon for legislation regarding Individual Retirement Accounts (IRAs). Understanding and reviewing the proposed bills is prudent before making estate planning decisions.

BRI GHOSN: 2019 TAXOLOGIST OF THE YEAR

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TCO is proud to announce that Vice President Bri Ghosn, CPA, CFP®, CDFA® was nominated for the 2019 Taxologist of the Year.

Financial Parenting: Teaching Your Kids Financial Responsibility - Bob's Market Observations

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The financial beliefs we pass down to our children can have a significant effect on their financial outcomes. Read more.

Chill Before Serving to Avoid Family Litigation

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Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

What A Waste - Bob's Market Observations

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Food waste is a serious environmental problem in the United States and other parts of the world. Fortunately, there are efforts along the chain from the farm to the consumer to help reduce waste.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.

ViewPoint - Great News About Our Professional Team

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Summer was busy at TCO with some great achievements by our professional team and two new officers joining our firm.
Bob McCormick

Bob McCormick Hits the Open Road

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Our colleague is taking an early retirement at the end of the year. Although we don't normally announce retirements in this publication, it is important to note a few of Bob's lasting impacts on us, his colleagues.
Abraham Lincoln

Where There's a Will...

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What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

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