Welcome to TAM Financial

If you’re like many people, you’ve come to realize that money is not an end in itself, but a key that unlocks the doors of opportunity. But wealth can also demand our time—in making the myriad decisions that are the costs of opportunity. The hours spent managing our assets, combing through insurance policies, protecting and growing what we have, can become a full-time job.

Whether our clients rely on TAM for our integrity, accountability, or results, they have placed their trust in TAM Financial. You can trust us to provide sound advice on how to manage and protect your assets, to plan for the funding of education and retirement goals, to help with the final distribution of your assets, and help you achieve the confidence of knowing that you and your family are protected and supported.

Managed properly, financial well being creates security and freedom. Managed poorly—or not at all—money can actually create stress and reduce our enjoyment of life. TAM Financial can work closely with you to take the worry out of wealth, and help put you on a path toward financial independence. At TAM Financial, our job is to make sure you can . . . Look Forward to Your Future.

 

 
 
Do You Need A Financial Planner?

Ask Yourself These Questions:
  • Have you identified your short and long-term financial objectives?  Are your investments allocated in a way that will allow you to meet those objectives?

  • Do you feel comfortable that you and your family are protected with the appropriate mix of insurancelife, health, disability, long-term care and liability, for example?

  • Are you on a path to a secure retirement?

  • Are your investments where you need them to be?

  • Is your estate in place?  Is your will up-to-date?  Does it reflect the significant changes made in 2001 to gift and estate tax policy?  Do you have a Durable Power of Attorney for health care?  Have you considered an Advanced Medical Directive (living will)?

  • Are you looking forward to your future with confidence?
If you have answered NO to any of these questions, or if financial issues are keeping you awake at night, contact us. We will set you on the road to financial security.
 
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