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Financial Planning

Tandem’s financial planning approach begins by reviewing a client’s financial and non-financial goals. That process starts with a conversation about where a client is now and where they want to be in the future.

Once a client articulates what they want, and what they value in life, Tandem analyzes the current financial position and investment portfolio to determine how to move from vision to reality. Tandem then presents recommendations and options to consider for implementation.

This includes integrating an investment strategy with financial planning. The firm’s advisors work with individuals and families to develop solutions to identify a sustainable standard of living by addressing the specific situations that flow into creating that sustainable standard, including:

• Financial education

• Retirement accumulation phase

• Retirement distributions phase

• Investment planning (management of retirement plan assets such as 401(k)s and other outside accounts) and asset allocation

• Insurance (disability and life) planning

• Income tax planning

• Cash flow management and debt reduction

• Estate planning

Tandem works with individuals, families and institutions to ensure a financial plan is based on stated long-term goals, objectives and values. During this process the firm’s advisors often help with the coordination and dissemination of information between a client’s other advisors, ensuring that everyone is working toward a client’s common goal.

Interested in learning more about Tandem’s services?

Tandem Wealth Advisors

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