DOWNLOAD YOUR FREE KEY FINANCIAL DATA GUIDE FOR 2025 >

Categories

Navigating Medicare: An Overview of Parts A, B, C, & D
Medicare is a critical component of healthcare planning for retirement, yet its many parts [...]
Elections and Investments: Facts Over Fear
Elections and Investments: Facts Over Fear Wondering how the presidential election might impact your [...]
Achieving a Healthier, More Active Retirement: Setting Realistic Fitness Goals
By: Jeff Bernier As you transition into retirement, your career goals may shift, opening [...]
Market Volatility: Keeping Your Investment Strategy on Track
By: Jeff Bernier, CFP®, ChFC, CFS During your investing journey, you'll inevitably face periods [...]
Preparing Your Adult Children for Inherited Wealth
By: Mona Fahmy, MBA, CFS, AIF® Most children learn the ins and outs of [...]
Facing Financial Fears: Empowering Your Path To Goals
By: Jeff Bernier, CFP®, ChFC, CFS Money worries make a lot of people nervous, [...]

Categories

Recent posts

Navigating Medicare: An Overview of Parts A, B, C, & D

Jeff Bernier2024-12-12T07:57:59+00:00November 25, 2024|Comments Off on Navigating Medicare: An Overview of Parts A, B, C, & D

Elections and Investments: Facts Over Fear

Jeff Bernier2024-12-11T07:35:28+00:00October 30, 2024|Comments Off on Elections and Investments: Facts Over Fear

Achieving a Healthier, More Active Retirement: Setting Realistic Fitness Goals

Jeff Bernier2024-10-29T17:42:10+00:00September 17, 2024|Comments Off on Achieving a Healthier, More Active Retirement: Setting Realistic Fitness Goals

3820 Mansell Rd, Suite T30, Alpharetta GA 30022

P: 770-641-6360
E: info@tandemgrowth.com

QUICK LINKS

Our Team
How We help
Contact Us

Legal, Privacy, Copyright and Trademark Information
Privacy Notice
Important Disclosure Information
Form CRS

The Five Star Wealth Manager Award program is administered by Five Star Professional, an unaffiliated market research company that provides ratings in the ordinary course of its business. The referenced award is for the year 2024, using information covering various time periods, including one and five-year data. TandemGrowth did not pay a fee, directly or indirectly, in connection with obtaining this award. However, TandemGrowth paid a nominal fee after its receipt of the award, and not as a condition for its receipt, in exchange for a license to use the related logo. The research methodology includes a nomination stage, a regulatory and consumer complaint review stage, and concludes with a collection of objective evaluation criteria, such as client retention rate, assets under management and professional designations. The full program summary is available by clicking “Current program” at Five Star Professional’s website here.

This website (“Website”) is a publication of TandemGrowth Financial Advisors, LLC which is a registered investment adviser with a primary business location in Alpharetta, GA.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Personalized or specialized services, levels of experience, and professional credentials or designations should not be construed as a guarantee of client satisfaction or any particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Additional Important Disclosures

© 2024 TandemGrowth Financial Advisors, LLC. | All Rights Reserved | Website by Evanced