We are really good at providing life planning and investment advice. However, we realize we don’t know everything. Therefore, despite having numerous credentialed CFP® Professionals at TFA, we still feel it’s necessary to collaborate with other third-party professionals to bring first-class service to our clients.

Bringing well-informed experts to the table to share their perspectives helps us develop a personalized strategic plan. Evaluating needs for life, disability, health and long-term care insurance is an essential component of the financial planning process, as is working together to create and monitor estate and tax planning strategies that are proactive, efficient and accountable.

In many cases, we can work with our clients existing professionals, however, if they do not already have a CPA or an estate planning attorney, we have an extensive network of qualified professions that act in our clients best interest. We do not receive referral fees, nor do we receive any revenue sharing with these third-party professionals.

Below we have highlighted a few of our larger strategic partners.

NAPFA Advisors

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It’s all a part of the mission of NAPFA. The association provides support and education for over 3000 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Dimensional Fund Advisors

Dimensional Fund Advisors

For more than 35 years, Dimensional has been putting financial science to work for investors by translating compelling research into real-world investment solutions.

Certified Financial Planner Board of Standards

CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP®certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

Fee Only Financial Advisors

Fee-Only Network

All financial planners and investment managers on are registered members of the National Association of Personal Financial Advisors (NAPFA).

NAPFA is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve. showcases the expertise of these advisors and promotes consumer awareness of the Fee-Only financial advisor model.

Tom Jordan, CLTC, Medicare and Long-Term Care Specialist

Tom Jordan, CLTC

Position: Vice President, Medicare & Long Term Specialist

Tom has been active in the insurance industry after spending many years as an executive in the textile industry. He brings with him a passion for Long Term Care and Medicare education as well as a desire to assist individuals with making informed decisions. He joined the TFA staff in 2009.

He is certified in Long Term Care by the Corporation for Long Term Care. Tom is also licensed in Health and Life Insurance. He holds an undergraduate degree from the University of South Carolina and an MBA from Babcock School of Management, Wake Forrest University.

Tom is experienced with evaluating Long Term Care planning and also consults on Medicare Supplement questions. He also evaluates life insurance for estate and planning purposes. He is an Investment Advisor Representative with Triad Financial Advisors, Inc.

Active in the community since he moved to Greensboro in the mid-1970’s, Tom is currently a member of the Greensboro Sports Council, Greensboro Host Committee, and he serves on the Board of Directors of West North Carolina Methodist Foundation and Goodwill Industries of Central NC.

Away from the office, he enjoys rose gardening and is an active participant in his church, Christ United Methodist Church. He has two grown children. Tom and his wife, Gloria, thoroughly enjoy being grandparents too.