Financial Planning | Investment
Advice | Taxes |
Do You Need Financial Advice for a Life Transition?
Are you confident that you:
If you are like many people, you worry about your financial future. You feel frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You wonder if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to pay for your children’s education or your retirement? How can you know that you’ll have the assets available to do what you want?
You can enjoy financial peace of mind.
We can help.
What makes us different?
We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us a fee for objective advice about how to achieve your financial goals and manage your life transition.
It all begins with a Taconic Financial Review, a one-time evaluation that is designed to answer your most pressing questions. Most new clients simply want guidance and use the Financial Review to help manage their life transitions. The others investigate the value of an ongoing relationship with Taconic Advisors after their Financial Review.
No matter which level of service you ultimately seek, we are in a unique position to work with you to remove worry from your financial future and achieve the financial independence you desire. Why? Because impartial, comprehensive financial advice with a NAPFA-Registered ACA financial advisor and Certified Financial Planner™ Professional puts you at the center of all planning activity without hidden sales agendas. This approach is virtually unknown in our area.
Would you like to find out more?
Please contact us today for further information about the Financial Review and applicable fees.
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