INTANDEM FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS, LLC
Chad A. DeMarre,
Executive Partner
Retirement planning isn’t just about saving more.
It’s about making smarter decisions across your investments, taxes, insurance, and income—so everything works together.
Your plan can feel a bit like a puzzle! This puzzle needs to be taken apart and put back together properly.
- You’ve saved well—but don’t know if it’s enough
- You feel like you’re paying more in taxes than necessary
- Your investments, insurance, and income plan aren’t aligned
- You’re making decisions… but not with full confidence
- You’re doing “all the right things” but still feel uncertain
Stop guessing. Let us help you plan with intention.
What It Might Look Like
Retirement
Life Insurance
Long Term Care Insurance
College
Start Your Financial Plan
Clarity – Understand where you are today
Strategy – Build a coordinated financial plan
Execution – Put the right tools in place
Ongoing Guidance – Adjust as life changes
Education Resource Center
Financial Preparedness
Beneficiary Review
Standard of Living
Buying Life Insurance
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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