TWM Services

Principled Financial and Retirement Planning

We believe it’s important for our clients to understand everything we do because when life happens, your goals and financial needs may change. Tushaus Wealth Management may offer exactly what you—or the people you care most about—are looking for. With that in mind, here is a summary of who we work with, why we’re different, and the services we offer.

Philanthropy

Philanthropy can provide tax-advantaged ways to invest in ways that align with your personal values and beliefs.

  • Donor-Advised Funds
  • Faith-Based Giving
  • Private Family Foundations

Asset Protection

Even the best financial plan can get waylaid by unexpected adverse events. We will help you analyze, plan for, and mitigate potential risks.

  • Life Insurance
  • Annuity Analysis
  • Umbrella Liability

Retirement Planning

Retirement is a completely different time of life where instead of saving, you must spend assets carefully while wading through dozens of complex issues. Let us help.

  • Risk Analysis
  • Social Security Planning
  • Tax Planning
  • Cash Flow Analysis/Income Planning
  • Multigenerational Planning
  • Employer Retirement Account Management
  • In-Service Distribution

Healthcare Planning

Healthcare is only getting more expensive; we can help you find tax-advantaged ways to cover healthcare expenses and potential long-term care expenses in retirement.

  • Long-Term Care
  • Medicare Planning
  • Health Savings Accounts (HSAs)
  • DocuBank

Estate Planning

Estate planning is critical at every age. Working with your estate attorney or ours, we will help you ensure your wishes are spelled out, kept up to date, and that your heirs/charities are provided for in a tax-advantaged manner.

  • Survivor’s Guides
  • Wealth Transfer Strategies

Lending

Through our third-party partners, we offer access to some attractive asset-based lending programs.

  • HELOC
  • Refinancing
  • Mortgage
  • Asset-Based Lending
  • Business Capital

Education Planning

Affording college for your kids means starting early, investing wisely, and knowing how universities operate when it comes to financial aid. We can help with the ins and outs of college saving and can help you position assets vs. income to potentially help your children qualify for more grants and scholarships via FAFSA and other applications for financial aid.

  • 529 Plans
  • UTMA/UTGA
  • College Counseling/Financial Planning

Investment Management

Our fee-based, fiduciary investment management services are customized to your situation and objectives, and our recommendations are in your best interest. We do not make commissions on stock or equities trading—all fees and costs are disclosed. Our success relies on your success. When your accounts grow, we grow with you.

  • Cash Management
  • Risk Analysis
  • Capital Gains Analysis
  • Custom Portfolios
  • Fixed Income Alternatives
  • Defined Outcome Exchange Traded Funds (ETFs)
  • Sustainable Investments (ESG)
  • Crypto Assets
  • Direct Indexing

Business Planning

In addition to helping business owners provide tax-advantaged retirement plans for themselves and their employees, we also partner with consultants, CPAs, bankers, and others to help with ESOPs, valuations for mergers & acquisitions, cash management services, banking, lending, and process improvement consulting that can lead to efficiencies and higher revenues.

  • Defined Contribution Plans
  • Defined Benefit Plans
  • Business Consultation Services

Tushaus Wealth Management

Plan Your Future with Confidence.

Protect What’s Yours. Pursue What’s Next.

Download Services PDF

Ready to Reach Out?
A 30-minute introductory phone call to TWM comes with no obligation—only answers to your questions.

Set Up a Call

Tushaus Wealth Management

Plan Your Future with Confidence.

Protect What’s Yours. Pursue What’s Next.

Download Services PDF

As part of our outreach to the community, we host our own radio show each week on KFNN Money Radio 105.3 FM and 1510 AM. Spend an hour each Wednesday afternoon from 1pm-2pm as Kirk, Blair and Chase Tushaus explore the crossroads of financial decisions and how they can affect your life. Learn more about how our proprietary “TWM Process” emphasizes avoiding catastrophic financial losses, enhancing wealth preservation and addressing longevity risk while still providing growth for your assets.

Radio Show:
The Haus of Wealth
  • KFNN Money Radio
  • 105.3 FM/1510 AM
  • Wednesday • 1pm-2pm

If you miss a show, you can listen anytime on our radio page here:

Listen NowListen Now
Our TWM Process offers a variety of additional helpful services, including these:

• Access important documents during times of stress
• Consolidate accounts
• Create a liability plan
• Establish identity theft protections
• Review authorizations, coverage plans and wills
• Navigate the health care and Medicare maze
• Analyze Social Security options
• Access Christian-based funds
• Donor advised funds
• Faith-based planning

In conjunction with other professionals, we can consult with you on many different matters:

College counseling •
Long-term tax strategies •
Powers of attorney •
Trusts •
Mergers & acquisitions resources •
Reverse mortgages •
Business process improvement and efficiencies •
Factoring/Advance lending •
Other lending/funding •

Please reach out

We look forward to working with you in a partnership that will be mutually beneficial, and promise to do our best to provide a level of service that exceeds your expectations in preparing for any challenges that may affect your financial goals and needs. A 30-minute introductory phone call to TWM comes with no obligation—only answers to your questions.

We invite you to set up a time now:

Set Up a Call