As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.
FINANCIAL PROFESSIONALS GROUP
FPG, founded in 1997, is a national marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.
LONG TERM CARE INSURANCE CONSULTANTS
Independent and unbiased, with over 17 years experience, Dan McManus is committed to representing you, the client, to the insurance industry. His expertise allows him to make available all of the best products and companies, provide strategies and create options, then shepherd you through the application and underwriting process. Much of this is can be accomplished via the phone and internet, at no charge.
Website Designer, Marketing Consultant
Few people can find ways to create competitions out of daily tasks the way that Caitlin can. Luckily, she channels her competitive spirit and high performance standards into the challenging products she seeks out. Born and raised in Orange County, Caitlin graduated with honors for Yale University and went on to establish herself as a marketing consultant and website designer for financial professionals around Southern California.
We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.
ESTATE PLANNING PROFESSIONALS
We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.
Tadman Financial, Cooper McManus, and Securities America are not affiliated with any entity listed above.