Through careful planning and a client web portal that allows clients to link outside accounts, we are able to review and build a comprehensive plan and make sure the various investment accounts all work together. By linking in your accounts, we can provide a high-level view of your current allocations and we can help answer questions like, “Am I taking enough risk or too much risk in my 401k at work?”
401k, 403b, 457, Profit Sharing Plan, Defined Benefit Plan
Tandem serves as a co-fiduciary to all our corporate client retirement plans. We guide our clients to manage their fiduciary obligations regarding investments, custody, and expenses. Our goal is to design an innovative plan that addresses all your needs. We don't just meet with the
business owners and plan trustees, we pride ourselves on being available to all plan participants on a one-on-one basis.
Partnering with your organization to plan and invest to realize its mission and vision. We work directly with investment committees to understand the unique objectives of your organization and tailor solutions across a broad spectrum of offerings. Our solutions range from sophisticated investment strategies to portfolio design expanding beyond simple asset allocations. Our advisors are focused on helping grow your assets while protecting them for the future.
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 our clients are holding on to as much of their hard-earned money as possible.
Tandem partners with financial software companies 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.
Investment accounts 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.
Concentrated stock positions can pose extra risk to not only a portfolio, but potentially a successful retirement plan. We custom build strategies to help address these added risks with a tax aware and disciplined approach.
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.
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