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Your financial success. That's the plan.

Your Financial Success. That’s The Plan!

At Tufford~Hughes & Associates, we believe that creating a customized financial plan and strategy is the only way to help build a strong foundation to reach your goals. We first take the time to truly understand you, your values and objectives. It is only then that we will begin to utilize a diverse portfolio of resources to better suit your unique situation and craft an individualized game plan. And then our professionals provide ongoing advice to help keep your plan on course. It’s the Tufford~Hughes way – and it’s the personalized way that we’ve been working with clients since 1972. 

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Investment Services

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Financial Transitions

 
 

Business Planning

 
 

Corporate Retirement

 
 

Tax Resources

 

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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