Financial Planning
Our comprehensive financial planning services offer a broad-based approach to managing every aspect of your financial life. We begin by understanding your goals, values, and current financial situation, and then create a personalized plan designed to help you make informed decisions and achieve lasting financial security.
Key focus areas:
-
Cash flow and budgeting
-
Investment planning
-
Retirement planning
-
Tax planning
-
Risk management and insurance
-
Estate and legacy planning
-
Education and major goal funding
Our goal is to give you a clear, coordinated roadmap that connects every financial decision to your broader life priorities. Whether you’re building wealth, preparing for retirement, or seeking financial clarity, our comprehensive planning ensures all parts of your financial picture work together efficiently.
Investment Management
Our investment management service provides fully bespoke solutions to professionalize your individual retirement account, general savings account, or specialized accounts to achieve your long-term financial objectives, risk tolerance, and personal circumstances.
All portfolio management services are offered on a fully discretionary basis, meaning Tangent Financial is authorized to make investment decisions and execute transactions on behalf of clients without requiring prior approval for each trade. Discretionary authority is granted through a written advisory agreement and appropriate custodian documentation.
Client assets are maintained at an independent, qualified custodian. Tangent Financial does not take custody of client assets. Investment management services are provided as part of an ongoing advisory relationship and may be integrated with broader financial planning considerations.