T.S. Financial, INC.

Fee-Only money managment

Events

See for Yourself

Live online demonstration

Learn how we successfully manage clients’ money. This live demonstration lasts 45 minutes and will change your outlook on fee-only money management.

  • High-speed internet and phone required.
  • Scheduled by request only.

Contact us for your private demonstration.

Unique Expertise...

We have a passion for telling investors the truth about the markets and helping them avoid common mistakes. We’re proud to offer the following classes through Durham Technical Community College:


Build Your Financial Future

Learn the basics of investing. We discuss stocks, bonds, mutual funds, annuities, and options as well as different account types such as IRAs, Roths, 401k, 403b and brokerage accounts.

Durham Tech – Fall 2008, date and time TBA.


Advanced Strategies in Retirement and Estate Planning

Understand the most efficient and effective ways to obtain income from your investments during retirement to make sure it lasts! Learn to structure your assets so they can be passed on in a tax efficient way.

Durham Tech – YMCA-Downtown Durham
7/10-8/21 Thursdays 6:30-8:30pm

Durham Tech – Orange County Campus
7/21-9/8 Mondays 6:30-8:30pm