What Do We Do

PERSONAL SOLUTIONS

The InTandem Financial team provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you are going and how to get there. Click on some of our key services below for more details.

  •  ESTATE PLANNING
  •  ASSET PROTECTION
  •  CHARITABLE PLANNING
  •  ROLLOVERS
  •  FUND ALLOCATION
  •  DISABILITY AND EXTENDED CARE NEEDS

 

BUSINESS SOLUTIONS

The InTandem Financial team offers a wide array of services to help companies address their financial needs at every stage of the business life cycle, taking into account their company values and financial goals. Our open architecture approach personalizes the process and customizes plans to help businesses meet their objectives. Click on some of our key services below for more details.

  •  DEFERRED COMPENSATION
  •  EXECUTIVE BENEFITS
  •  BUY-SELL AGREEMENTS
  •  SUCCESSION PLANNING
  •  KEY PERSON INSURANCE

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