Tandem Financial will work with the other professional services 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.
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.
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 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.