We are the partner for affluent individuals, families, businesses & other advisors providing expertise in estate, tax, insurance & asset protection issues.
TailorMade Financial is dedicated to partnering with our clients. Our clientele consists of affluent individuals, families, business owners and other advisors. As experts in estate, business, tax, and asset protection, we partner with our clients to help them reach their planning goals. It is not about us . . . our plans are measured by who the client is, what they care about and what they want to
accomplish. After we understand the client, we will design the most flexible, clear and customized solutions in today's financial services sector. Things change, people change and tax laws change. We completely reject unnecessary complexity, restrictive trusts and irrevocable planning that ignores this reality. How does one prepare financially for life's milestones? There are major life events that can prove to be a valuable time to think about a complete financial picture for the future. TailorMade Financial can help prepare you today for life's complexities tomorrow. Returns always matter, but navigating taxes (income, gift, estate, GST and surtax) and achieving your goals are what make the difference in the end. As part of our process, our team will review important planning documents such as wills/trusts, address asset protection issues and integrate the planning with our clients other advisors (Attorney/CPA) while working towards a flexible plan that works today and tomorrow. We don't work with everyone. Time is a very important commodity and providing solutions for our clientele demands the appropriate amount of time and commitment. The results are a comprehensive “tailor-made” plan that will guide you in managing, protecting and transferring your wealth.
•We are committed to investing the time to understand our client's needs and financial goals
•We continue to evolve by listening to the industry to maintain our cutting edge
•Wealth fortification achieved through proper diversification of taxable assets
•Plans are balanced between who you are as much as what you have
•We create financial solutions that fit
10/19/2021