MEET THE TEAM
PARTNERS
COOPER McMANUS
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.
ADVISORS EXCEL
Advisors excel, is a national insurance 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.
www.advisorsexcel.comRECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...
TAX PROFESSIONALS
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.
CONTACT US
FOLLOW US
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.