Working together is essential to effective investment and financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might effect these strategies and we will agree to take the time to regularly review your investment portfolio. We will be both honest and forthcoming about your financial situation. We will work to maintain mutual trust, respect and understanding.
Effective communication and mutual respect is essential to a successful partnership.
Understand that our recommendations are always based on your best interest. As our client, know that all investment, tax, estate and insurance advice will be based on the information you provide. We expect you to participate enthusiastically in the financial review and planning process. If you are happy with the work we have done on your behalf, we hope you will introduce us to friends, family and colleagues who might benefit from the advice we provide.
We pride ourselves on our commitment to service beyond expectation.
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.
.svg)
