Services

Individuals

At TAMMA we have developed a very broad process when it comes to wealth management planning.  We are here to assist clients when it comes to managing some of the most important financial transactions of their lives.  Our services can be structured to help clients build a complete wealth management plan outlined below, or be customized to include only the management of their investable assets.

How does TAMMA Personalize Investing for Your Future?

  • Identifying clients’ unique wealth management planning needs, and bringing together a wide range of subject matter experts to build a complete customized wealth management plans
  • Planning for the short-term, long-term, and the unexpected based upon changes in clients’ financial needs, risk/reward profile, or life events.
  • Consistently communicating and reinforcing that clients always have a partner and are never alone
  • Coaching clients who take on very high incomes over a very short period of time (such as professional athletes) or those that receive a lump sum of money, on how to make their wealth last, and avoid potential pitfalls in order to achieve their financial and lifestyle goals
  • Helping  clients to prioritize numerous financial situations such as saving for retirement, college for multiple children, and/or caring for an elderly parent in order to reach the desired outcome for their families

Tools that TAMMA utilizes for Individual Clients

  • Emergency Savings
  • Estate Planning
  • Insurance Planning
  • Tax Planning & Preparation
  • Retirement Investments
  • Non-Retirement Investments
  • Education Planning for Future Generations
  • Philanthropy Planning

 

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