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Do You Need Financial Advice for a Life Transition?

Are you confident that you:

  • have the right financial plan?
  • are making the best decisions for a secure retirement, inheritance, loss of a loved one, or any other life transitions?
  • have the investments and the investment strategies that will allow you to reach your most important goals?
  • are paying only what you truly owe in taxes instead of giving the government what’s rightfully yours?

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.
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of a puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.

We can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but each has a point of view that they consider “most important.” Is it any wonder that the pieces often don't fit together?

What makes us different?
We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work with you, providing you with easy-to-understand recommendations as well as hands-on implementation.

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.


Chip Simon
Charles “Chip” Simon, CFP®
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