Empowering you to live confidently.
At Tarr Financial, we specialize in helping clients pursue their retirement goals by providing them with the guidance to work toward the retirement of their dreams. We can help you do the same through personalized investment strategies and financial planning designed to address your needs and provide you the education needed to get from where you are to where you want to be.
Whether your goal is saving for retirement, saving for college, or developing an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives helping you live confidently through every phase.
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and effort are focused on you, the client, and your satisfaction.
Services
Investments
Stocks, bonds, mutual funds, index funds, alternative investments, CDs, structured notes
Our team can assist you in selecting and managing the right balance of investments based on a series of important criteria personalized to meet your goals.
Cash Flow & Budgeting
We can’t predict the future - but we can have a plan. We want to work with you in using tried and true planning tools to keep you and your family on-track for whatever the future holds.
Retirement Planning
401k, IRAs, Roth IRAs, Annuities
From planning for retirement to making the most of the retirement you have saved, our team is by your side every step of the way.
Overall Planning
Education Planning: 529 Educaton Plan, Coverdell Educaton Plan, UTMA/UGMA
Estate Planning: explanation of wills & trusts, powers of attorney, patient advocate, lady bird deeds
Tax Planning: tax efficient investments, taxation of investments
Goal Planning: summer house, boat, dream vacation, financial freedom
Insurance Choices
Life Insurance: term, whole life, universal death, accidental death
Disability Insurance: short term, long term
Long Term Care Insurance: home care, assisted living, nursing home
And so much more!
With over 30 years in the industry, we have seen it all and have many trusted professionals in the tax and legal field we can help refer you to.
“Planning is bringing the future into the present so that you can do something about it now.”
Let's Chat.
Use the form below to contact us and schedule an introductory meeting. You may also call us to make an appointment. We look forward to meeting you and your family!