INTANDEM FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS, LLC
Chad A. DeMarre,
Executive Partner
Retirement Planning for Families Who Want Clarity & Control through integrated planning across investments, insurance, and retirement strategies.
- Not sure if you’re on track for retirement
- Paying more in taxes than you should
- Unsure how to balance saving, investing, and protecting your income
- Feeling like your financial strategy isn’t fully coordinated
- Wondering if you’re making the right long-term decisions
If any of these sound familiar, you’re not alone—and you don’t have to figure it out on your own.
What It Might Look Like
Retirement
Life Insurance
Long Term Care Insurance
College
Start Your Financial Plan
Discovery conversation
Build your custom strategy
Continuous guidance + adjustments
Prepare for the your future
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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