Our Services
Client accounts are held at Charles Schwab or TD Ameritrade. Wealth Management: Our comprehensive planning looks overall at your entire financial picture to incorporate: strategies to mitigate taxes, protecting assets from creditor and litigation risks, taking care of heirs, and optimizing charitable gifts. Retirement Planning: we listen carefully to your financial goals and concerns, then build a plan tailored for you. This will help to answer questions such as: How much money do I need for a secure retirement? How much do my investments need to earn to reach my goals? and How can I be confident not to outlive my money during retirement? Organization: To help you more easily track your finances, we create a personalized, private and secure website to organize your accounts, documents and information. Live links update account information daily so you always see up to date information. This site allows you to view all of you bank, investment, and loan/credit accounts in one location rather than have to log into many different sites. 401(k) Advisory Services: due to a lack of time, interest or expertise, many investors are unsure of which 401k investments to choose, and how to manage them during volatile markets. We montor market trends and risk levels, as well as the options in your 401k plan's investment menu, and advise you on where to invest within your plan. This is done on an ongoing basis so when investment trends change, we'll be right there to help you reposition your account accordingly. Insurance Planning: please visit www.TARCinsurance.com for more information.
Our Investment Philosophy
Estate Planning
Retirement Planning
Risk Tolerance
Social Security Analysis
|
Contact Info
Texas office:
(512) 910-2722
13625 Ronald Reagan Blvd
Building 10 Suite 100
Cedar Park, TX 78613
Minnesota office:
(952) 345-8005
3800 American Blvd. W.
Suite 1500
Bloomington, MN 55431
Fax: 877-903-9576