A high-level view across all financial accounts not only helps with organization and planning, but can provide a level of comfort knowing where assets are housed and how they are growing and changing. Tandem Financial can help clients review and organize accounts, as well as provide clients with a professional, consolidated view of their finances via an easily accessible online portal.
Properly managing annual tax liabilities can save thousands of dollars each year. Tandem understands and keeps up with complex and ever-changing tax codes to ensure you are holding on to as much of your hard-earned money as possible.
Finances can become more complex over time with investment accounts, 401K’s, savings accounts – and the list continues. Tandem reviews accounts with clients and helps them create a consolidated plan for managing these accounts moving forward.
Tandem partners with financial software company Advyzon to provide all clients with a consolidated view of their finances including bank accounts, mortgages, investments and more.
Tandem can optimize the tax and growth characteristics of different account types by using all account ownerships within a household. From Roth and Traditional IRAs to non-retirement accounts like mutual funds, Tandem helps clients manage all investment vehicles.