Tandem Financial works with the other service professionals in your life, offering a huge value-add when it comes to managing your finances. By streamlining all that’s involved with annual financial requirements such as taxes and insurance, Tandem reduces the burden and helps clients stay organized year after year. Examples include us sitting through estate planning meetings with clients so we understand what you are trying to achieve within your overall estate. We take that information and make sure the necessary accounts get updates to their titles when necessary, updates to the beneficiaries, we pull title information on your home and various properties to make sure these titles are correct and get updated if necessary. We do a host of tasks that don’t necessarily fall under the umbrella of “financial management”, but we understand and know through our years of experience that it’s the important details like this that allows a company like ours to set ourselves apart and to make a difference in the lives of our clients that maybe a client just isn’t used to with other financial firms.
Estate Planning
Business
Divorce
Tax
Employment
Life
Disability
Long Term Care
Personal Property & Business
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TPAs
Accountants
CPAs
Realtors
Mortgage Brokers
Mortgage Lenders
Proactive Tax Planning
Document Delivery
Securitized Loans
Loans
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Donor Advised Funds
Foundations
Charitable Trusts
Investment advisory services are offered through Tandem Financial, LLC, an investment advisor registered with the SEC. Tandem Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or any past performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except where we are appropriately registered or exempt from such registration. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
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