Start Your Journey
Initiating the retirement planning journey begins with identifying your retirement objectives. Once these goals are clear, devising a financial roadmap becomes feasible, outlining actionable steps to achieve them. Utilizing our 3 Step Process, we collaborate towards constructing your envisioned financial future. Let’s commence this journey today!
Start Your Journey
Initiating the retirement planning journey begins with identifying your retirement objectives. Once these goals are clear, devising a financial roadmap becomes feasible, outlining actionable steps to achieve them. Utilizing our 3 Step Process, we collaborate towards constructing your envisioned financial future. Let’s commence this journey today!
FREQUENTLY ASKED QUESTIONS
Partnering with a TANDEM GROWTH Financial Adviser
You’ve got questions, we’ve got answers. Keep in mind: It costs you nothing to sit down and have an initial conversation.
You only need to provide some basic financial information to schedule a conversation. During your first meeting, your adviser will assist you in gathering more detailed financial information to create a personalized financial plan tailored to your retirement goals.
Our fee is a percentage of the investable assets we manage for you. This means you won’t incur charges for our financial planning services until we begin managing your investments. The percentage varies based on the amount of wealth under our management. To get a clear understanding of our fee structure and the specific fee applicable to your account, please speak with an adviser.
The further along your financial journey, the more complex it can become. Your financial adviser helps you connect the dots in your full financial picture so you can take advantage of things you might be missing. We’ll get to know your hopes, dreams and fears to create a financial plan to improve your financial well-being now and in your retirement years.
