10 Reasons Why You Need T & Co:
1. You have personal and/or family financial goals, but don’t know where to start.
2. Circumstances have changed your financial plan and now you don’t know the path that best fits you and/or your family.
3. You want to meet in a relaxed, down-to-earth setting rather than a fancy, pretentious office.
4. You’re looking for someone who is well-rounded, familiar with the area, and up to date on the latest market and regulatory changes.
5. Experience in the industry is important to you: Tari, our primary advisor, has 26 years under her belt.
6. Having a financial strategy customized to you is essential—we take time to listen, ask questions, and create a plan specifically for you.
7. You don’t want to be told what to do, but instead, be educated on why and how you can get there comfortably and confidently—then make your own decision on what is best for you.
8. Is keeping in touch important to you? We are always willing to answer any questions or concerns you may have. We aim to meet every client annually, or as frequently as needed.
9. Retirement is a big concern for you and you feel like you could be doing more—we offer access to a full range of financial and retirement services.
10. Do you want a passionate, committed financial professional? T & Co. is the place for you!