TailorMade Financial, Inc.

TailorMade Financial, Inc.

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

Operating as usual

TailorMade Financial, Inc. updated their address. 10/19/2021

TailorMade Financial, Inc. updated their address.

TailorMade Financial, Inc. updated their address.

insuranceindepth.com 12/05/2017

When To Increase Your Life Insurance Coverage Level

Tips on when to increase life insurance. For more personal and in depth information on this topic contact TailorMade today!

insuranceindepth.com We look at the most common reasons for increasing your policy's coverage level: a new baby, a bump in income, and marriage.

11/28/2017

Today is #givingtuesday please consider donating to a cause you deem worthy. And don't forget to hold on to your receipts:)

11/20/2017

A true Thanksgiving hardship...

insuranceindepth.com 11/13/2017

When To Increase Your Life Insurance Coverage Level

Tips on when to increase your life insurance. For more personalized advice make sure to contact TailorMade Financial.

insuranceindepth.com We look at the most common reasons for increasing your policy's coverage level: a new baby, a bump in income, and marriage.

10/17/2017

We are the partner for affluent individuals, families, businesses & other advisors providing expertise in estate, tax, insurance & asset protection issues. Visit tailormade-financial.com for more information.

10/06/2017

For the business owner, outside a business plan,
the most important documents to the success of the business
will be their Buy/Sell agreement. At TailorMade it is not about the idea of the month, it’s about tailor making everything for your client’s goals. In the case of business owners, the buy/sell agreement is the precursor to their estate plan. Call TMF today for assistance.

09/28/2017

Knowing what and where all the investable assets are is part of the program for effectively managing and accumulating wealth. However, knowing who the heirs are is equally important in managing wealth transfer. There is no question that direct interaction with the kids/heirs across multiple levels is a great approach to maintaining a long term connection with the family assets. Knowing who they are, what they care about and what they want to accomplish goes well beyond doing the right thing for Mom and Dad.

09/16/2017

Some of the world’s most expensive private schools are in the U.S. They can easily rival a year of tuition at an Ivy League college. The average private school tuition in the U.S. for a non-sectarian elementary school is $15,945 and $27,302 for a year of secondary school. Catholic and other religious private schools are less per year but still average about $6,500 a year. How does the price of your child’s school stack up? Source: TheWeek.com

09/14/2017

“Be Prepared” the longstanding motto of the Boy Scouts
could never mean more in today’s financial services industry.
Whether it is healthcare reform, new banking and finance
regulations, revised trading rules or just the sun setting
of some current tax law, there is no doubt that taxes of
tomorrow will be very different than the tax laws we have
today. Being prepared for tomorrow starts with knowing
where you are today.

08/18/2017

We all know that insurance provides a known amount of tax preferential money at an unknown time. This is what makes it a dynamic financial planning tool when it comes to the “what ifs” in life. In the right circumstances, the leverage, internal rate of return and ability to provide liquidity is undeniable, as the math works. However, in the case where a joint life insurance product represents a solution to minimize the net effect of estate taxes, the first step should not be marked by the presentation of a static multi-colored spreadsheet listing carriers via a cost per dollar of death benefit based on the clients’ ages/heath.

bloomberg.com 08/16/2017

Texas Is a Homebuilding Machine. And the Rest of the U.S.?

Austin, Dallas, and Houston are on pace to issue more than 10 percent of permits for new homes in 2017.

bloomberg.com Austin, Dallas, and Houston are on pace to issue more than 10 percent of permits for new homes in 2017.

financialnews.com 08/10/2017

Mercedes Parent Daimler Issues Recall - FinancialNews.com

If you drive a Mercedes you may want to check out this recall.

financialnews.com Recently Mercedes-Benz parent company Daimler announced a voluntary recall across Europe in an effort to cut harmful emissions. Daimler, which also owns the Smart brand, has said its board of management has approved a number of measures to cut emissions; including about $253 million of investment...

08/07/2017

You can get the same asset allocation pie chart from any broker. Wealth management is not solely about investing and managing liquid assets. TailorMade’s role is to take complex situations and balance them with three questions: (1) Who you are? (2) What do you care about? (3) What do you want to accomplish?

wikihow.com 08/04/2017

How to Store Wine

How to store wine properly. Tips for beginers and experts alike.

wikihow.com Wine has been around for thousands of years. From the ancient Romans to modern Americans, this lavish drink is enjoyed worldwide. Nowadays, most people simply buy their wine from the local grocery store, oblivious to how to properly store...

money.howstuffworks.com 07/27/2017

What type of insurance do you need for your classic car?

About half the owners of antique and classic cars put them on their regular auto insurance policies [source: Kristof]. Not a good idea. Ordinary insurance is for ordinary cars. The book value of an ordinary car goes down every year, and so does the total amount the insurance company will pay if it's damaged. Well-maintained classic cars, on the other hand, hold their value and often appreciate in price. You definitely want insurance that recognizes the real market value of your car.

money.howstuffworks.com If you own a classic car, you probably treat it like one of the family -- maybe a little better. But if you're like many other classic car owners, you also put your most precious ride on your regular auto insurance policy. Why is that a bad idea?

etudewines.com 07/24/2017

2016

Congrats to Etude Wines for their mention in Sonoma Magazine. Great wine deserves great acolades :)

Thanks Sonoma Magazine for including us in such a great lineup of Rosés. Our 2017 Rosé is now available online, get it before it sells out! http://bit.ly/2qJWpbx

etudewines.com Our Pinot Noir Rosé is sourced exclusively from our Estate Vineyard in Carneros at Grace Benoist Ranch. The cooling influences of the San Pablo Bay and Pacific Ocean allow for delicate maturation of the grapes and retention of the bright flavors. This distinctive wine features Pinot Noir grapes whic...

social.techcrunch.com 07/20/2017

Elon Musk says he has ‘verbal’ okay to build multi-state underground Hyperloop

Elon Musk says he has ‘verbal’ okay to build multi-state underground Hyperloop. Now this could be cool.

social.techcrunch.com Elon Musk said on Twitter that he received "verbal government approval" to build an underground Hyperloop transit network connecting New York, Philadelphia,..

07/14/2017

We are the partner for affluent individuals, families, businesses & other advisors providing expertise in estate, tax, insurance & asset protection issues. Visit tailormade-financial.com for more information.

07/10/2017

Happy Pina Colada Day! Does anyone know who sang that song? Hint: it is not Jimmy Buffett.

07/05/2017

When To Increase Your Life Insurance Coverage Level

Tips on when to increase the amount of your life insurance policy.

insuranceindepth.com We look at the most common reasons for increasing your policy's coverage level: a new baby, a bump in income, and marriage.

06/30/2017

TailorMade Financial wishes you and yours a happy and SAFE 4th of July. We will be hitting the pool!

06/12/2017

“Be Prepared” the longstanding motto of the Boy Scouts
could never mean more in today’s financial services industry.
Whether it is healthcare reform, new banking and finance
regulations, revised trading rules or just the sun setting
of some current tax law, there is no doubt that taxes of
tomorrow will be very different than the tax laws we have
today. Being prepared for tomorrow starts with knowing
where you are today.

06/02/2017

In today’s world, reviewing the language and understanding
the meaning in a trust is critical for your clients and for your
business. In fact, given the current tax laws, a closer inspection
of the language inside a trust is vital in 2017.

investors.com 05/30/2017

Investors Binge On Netflix Stock After Bullish Reports

Netflix stock rises...

investors.com Netflix shares gapped up to a record high on Thursday after the internet television network received several bullish analyst reports.

05/26/2017

Please be careful this weekend and enjoy a day off( if you can), but let's not forget why we have Memorial Day...
A day on which those who died in active military service are remembered, traditionally observed on May 30 but now officially observed on the last Monday in May.

05/23/2017

For the business owner, outside a business plan,
the most important documents to the success of the business
will be their Buy/Sell agreement. At TailorMade it is not about the idea of the month, it’s about tailor making everything for your client’s goals. In the case of business owners, the buy/sell agreement is the precursor to their estate plan.

05/19/2017

In reviewing wills/trusts, there is often a familiar tone since usually the documents are drafted by a very competent firm we have worked with before. Granted, it would be very easy to just glance at the legal documents, put a rubber stamp on it and say it's all good and move on. But, that is not how TMF works. One of our fifteen truths of business, is always do what you say you will, and in this case, when we say we will review the documents, we ALWAYS do.

05/17/2017

Knowing what and where all the investable assets are is part of the program for effectively managing and accumulating wealth. However, knowing who the heirs are is equally important in managing wealth transfer. There is no question that direct interaction with the kids/heirs across multiple levels is a great approach to maintaining a long term connection with the family assets. Knowing who they are, what they care about and what they want to accomplish goes well beyond doing the right thing for Mom and Dad.

05/15/2017

TailorMade has a firm belief that success will only be accomplished by understanding that it’s the goals of the clients
that matter, not ours. In order to achieve the client’s
goals we gain a clear understanding as to who they are,
what they care about, and what they are trying to accomplish,
all the while maintaining the client’s best interest as
paramount.

05/12/2017

As the adage goes, in the absence of value, price is the only issue. The long and short of it is . . . these are the times where we separate price from value. We know what we are, but know not what we may be. Now is our time to show value to our most valuable assets . . . our clients.

05/10/2017

When used properly, a QTIP trust (Qualified Terminal Interest Property) can be a very powerful tool during a client’s lifetime
as well as an effective way to preserve and protect one’s wishes and assets at death.

04/27/2017

While some financial planning aspects within a practice are scalable across the client wealth spectrum, some are most definitely not, thus prompting the need for additional resources to be involved to make sure the client is truly getting world class service via comprehensive wealth management process.

04/24/2017

TailorMade has a firm belief that success will only be ac-complished by understanding that it’s the goals of the clients that matter, not ours. In order to achieve the client’s goals we gain a clear understanding as to who they are, what they care about, and what they are trying to accomplish, all the while maintaining the client’s best interest as paramount

04/20/2017

Throwback Thursday to a previous TailorMade Go Long masthead that just makes you want to get out there and hit the golf course! Happy Spring!

Products

We offer comprehensive financial planning, risk management planning, investment planning, income tax planning, estate planning and charitable/philanthropic planning in line with our clients’ goals and objectives. This includes investment management through stocks, bonds, mutual funds, ETFs, CDs, annuities, insurance, retirement plans, education savings plans, advisory services and estate considerations.

Telephone

Address


6700 Woodlands Pkwy
The Woodlands, TX
77382

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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Tim Gandre- Northwestern Mutual Tim Gandre- Northwestern Mutual
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HFG Wealth Management HFG Wealth Management
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Kristin Lee Sanders Kristin Lee Sanders
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Star fox Financial Services Star fox Financial Services
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Avion Wealth, LLC Avion Wealth, LLC
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Confidence In Every Last Detail

Academic Investment Management Academic Investment Management
25511 Budde Road, Suite 2703
The Woodlands, 77386

Academic Investment Management (AIM) is a fee-based financial advising firm. Although we specialize in Medicare consulting and healthcare planning in retirement, we also create Retirement Plans and Legacy Plans.

Outlook Wealth Advisors, LLC. Outlook Wealth Advisors, LLC.
2002 Timberloch Pl Ste 120
The Woodlands, 77380

Outlook Wealth Advisors, LLC, is a Houston-based financial planning and investment advisory firm with 6 licensed professionals and staff to serve you.

Waterway Wealth Management Waterway Wealth Management
21 Waterway Ave, Ste 500
The Woodlands, 77380

Waterway Wealth Management is an independent financial planning firm providing comprehensive financial planning and asset management.

HFG Wealth Management HFG Wealth Management
1790 Hughes Landing Blvd Ste 350
The Woodlands, 77380

We believe in building a financial and life planning partnership to help get you where you want to be—both now and in the future.