• Stocks

• Bonds

• Mutual Funds

• Index Funds

• Alternative Investments

• CDs

• Structured Notes

Tarr Financial can assist your family in selecting and managing the right balance of investments based on a series of important criteria. Let’s sit down and discuss how we can help you.

• 401k

• IRAs

• Roth IRAs

• Annuities

Retirement choices can be confusing. We are here to help both planning for retirement and making the most out of the retirement you have saved for when that day finally comes.

LIFE INSURANCE

• Term

• Whole Life

• Universal Life

• Accidental Death

DISABILITY INSURANCE

• Short Term

• Long Term

LONG TERM CARE INSURANCE

• Homecare

• Assisted Living

• Nursing Home

• Creating a Personal Budget

• Cash Flow Analysis

• Financial Position Analysis

• Emergency Fund

• Debt Management

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 your family on-track for whatever the future holds.

EDUCATION PLANNING

• 529 Education Plan

• Coverdell Education 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 Home

• Boat

• Dream Vacation

• Financial Freedom