FINANCIAL ADVICE YOU CAN TRUST… FOR A CHANGE
1. NO PRODUCT SALES
Our fee-only approach means you get objective advice, not a sales pitch. We do not accept commissions or any outside compensation. You pay us directly so you don’t have to worry that the advice you receive might be influenced by other agendas. We can exclusively focus on finding the best solutions for your needs. Another word for that is “Fiduciary.” We put your interests first.
2. NO CUSTODY
An unusual feature of our practice is that we do not have investment balance minimums nor do we “gather your assets.” Instead, we use the accounts you have or, if they are not serving your best interests, we open retail accounts for you at prominent low-cost investment providers. We never "touch" your money. We help you manage the accounts yourself. You retain complete control over your investments at all times.
Your financial life involves more than just the stocks, bonds and mutual funds in your portfolio. At Taconic Advisors we consider all aspects of your financial picture and offer guidance with:
- Tax planning
- Risk Analysis/Insurance Review
- Real Estate
- Annual Spending Plans and Budgets
- Goal Assessment
- Estate Planning
- Investment Review, Portfolio Design and Implementation
- Consolidating and Organizing Accounts
No two clients are exactly alike, so your financial plan should be as unique as you are. After getting to know you and your goals, we take the time to build a plan together and educate you along the way so you can better understand what is happening with your money.