TAM Financial Advisors is an independent, fee-only financial planning and investment management company working with families and businesses since 2004. We focus on risk management, goals-based financial planning and developing individualized investment portfolios based on each clients' risk tolerance and time horizon. We work with businesses to maximize tax efficiency with a special focus on designing retirement plans that can allow small business owners with strong cash flow to defer substantially more income than offered by just a 401k profit sharing plan or SEP-IRA.
TAM Financial Advisors is an independent, fee-only financial planning and investment management company working with families and businesses since 2004. We focus on risk management, goals-based financial planning and developing individualized investment portfolios based on each clients' risk tolerance and time horizon. We work with businesses to maximize tax efficiency with a special focus on designing retirement plans that can allow small business owners with strong cash flow to defer substantially more income than offered by just a 401k profit sharing plan or SEP-IRA.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2004
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 1441 Pleasant Lake Road MD Annapolis
- City
- Amsterdam
- Region
- Noord-Holland
- Postal Code
- 21409
- Country
- Netherlands