Tangent Works with

Our clients are a diverse group ranging from individuals and families to businesses.

We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.

Working together, we can help you develop a complete and tailored strategy towards pursuing your financial goals. Equipped with the right knowledge, strategy and support, you are on your way toward a life of prosperity!

Tangent is a company that helps people make good financial decisions. Since we don’t have old legacy systems and bureaucracy, we are able to utilize industry leading technology in risk management, financial planning, and communication, just to name a few. In addition, we have the resources from some of the largest and most respected financial institutions in the world today.

We can work with your bank, your CPA, your attorney, or anyone else that may benefit you, to help you reach your goals.

Pricing

You are unique. What may be needed for you, is just a 10 minute call or a robust deep financial plan.

We are flexible in our pricing to suit your needs and what is best for you. This can be a flat fee, asset based pricing or hourly. As always, our initial consultation is free and we are upfront about all the cost before you pay anything.

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Our Process

goal

We find out what is important to YOU. Your goals, your needs, your dreams.

We then design customized financial plan to get you there, using some of the best resources in the world today. Your customized plan, entails tax efficient planning and investments, stress testing the results against past AND future scenarios that could jeopardize your results.