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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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

 

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Social Media: Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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How Long Will My Savings Last If I Become Disabled?

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

College Savings

See how much you may need to save now to cover future college costs for your child.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Inflation & Retirement

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

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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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Coaches

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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