TAX
COORDINATION

Tandem works directly with CPAs to maximize value and minimize taxes. From cost basis and tax reporting to retirement plan contributions and trust distributions, Tandem will ensure your income planning is completely aligned with your accounting so taxes are easier than ever.

ESTATE
planning

Tandem will attend meetings right by your side, and do all that’s necessary to collaborate with a client’s legal partners, ensuring streamlined coordination of assets within the determined estate plan.

FAMILY
DYNAMICS

Family dynamics can be tricky, especially when it comes to estate planning. Tandem partners with clients to manage beneficiary expectations and communication, and helps with next generation planning so clients are completely clear on the plan design.

securing
a mortgage

We work with a variety of trusted mortgage brokers to help you secure the best rates and purchase the house of your dreams. We aim to be your partner in all major financial decisions - there to provide advice, support and guidance.

insurance audit

From your home and car insurance to life insurance and long-term disability, we can perform an audit of your existing insurance policies to ensure you are getting the highest value at the lowest cost.

buying or
leasing a car

Trying to make the decision on whether to buy or lease a car? We can sit down with you to look at your finances, credit and cash flow to make sure you're choosing the best possible option when it comes to buying or leasing a car.