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Trustis at the core of everything we do

Your dreams, our trust-based experience

Our three-step process

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Tandem Trust Financial plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 8-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Learn how an experienced financial professional can address your “what-ifs” about retirement – and then help you figure out workarounds.
  • Read how the average person spent $146 a year on health care in 1960 compared to the average cost today. (It’s a whopper!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? What can I do to help minimize taxes? How could a long-term care strategy help my family’s long-term medical needs?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

UPCOMING EVENTS:

Check back soon for upcoming events!

Get to Know Our Team

Discover how we help individuals and families achieve their ideal retirements.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 502191

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