FINANCIAL ADVICE YOU CAN TRUST… FOR A CHANGE
Our mission at Taconic Advisors is to give you financial peace of mind.
You can easily find yourself in a financial transition, but then get muddled financial advice. Your friends are not sure about what to tell you. Or you might have several advisors but none of them consult each other. Your investment advisor doesn’t know what your tax preparer has in mind, both of them are ignorant of your estate plan and the insurance agent is just trying to sell you another policy. In the end, these advisors work at cross-purposes because no one knows what the other is doing or why.
At Taconic Advisors we address all aspects of your financial picture. We don’t simply answer each need, but rather we make sure the answers synchronize to create a coordinated financial plan that meets all your personal goals.
We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work with you, providing you with easy-to-understand recommendations as well as hands-on implementation.