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Tandem Financial
Tandem Financial

Services Coordination

Working in Tandem with the Rest of your Life

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.

What We Do

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.

Who We Are

ESTATE
ATTORNEY

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.

How We Do It

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.

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