Who We Work With
Women in Transition
At Tennant Financial we have extensive experience assisting women during times of change and find satisfaction knowing we can help when you need us the most. Our goal is to help you enjoy the control and gain confidence in your finances an attentive approach you deserve.
We understand that our female clients in transition have varying needs, goals and experience. Maybe you’ve been an active participant in your financial planning and want to revisit that plan based on changed circumstances. Maybe you want greater support and guidance in learning the ropes of your new financial reality and establishing a plan you can call your own.
High Net-Worth Families
For some, later-life means retirement. For still others, it’s a change in careers or shift in duties. For still others, it’s about succession and philanthropic planning.
Late-life planning is not simply a matter of making sure you have enough money to maintain your lifestyle. It’s about answering questions like:
• How should our investment portfolio evolve given our particular circumstances?
• What can we do to address the risk of unexpected healthcare expenses?
• What happens if one of us dies and the other one is left alone to manage the money?
• How can we minimize our estate and personal taxes so our children and grandchildren can enjoy what we worked so hard to give to them?
Tennant Financial is deeply experienced in the range of issues and concerns our clients confront as they make life transitions. We’re here not just to help you adapt to change, but to thrive in the midst of it.
Business Owners and Executives
Tennant Financial understands what it means to run a business. Whether you’re a corporate executive, 2nd generation business owner, or a doctor juggling patient care and a practice, we understand the concerns and difficult decisions you face every day.
From financing needs to executive compensation considerations to succession planning, we have deep experience addressing the added layers of financial complexity being a business owner or a business executive can contribute to your decision-making. Whether you’re in growth mode, in the prime of your earning years, or looking to transition into life after work, our team has the expertise to help you plan for and make help possible the future you hope for.