What We Do

What We Do

What We Do

Our services are personalized to your needs.

Our services are designed to provide you with a higher-level of personalization and attention you expect and deserve. Regardless of what stage of life you’re in, our planning services provide you with insightful analysis, advice, and strategies to help you live the lifestyle you desire.

Our services are personalized to your needs.

Our services are designed to provide you with a higher-level of personalization and attention you expect and deserve. Regardless of what stage of life you’re in, our planning services provide you with insightful analysis, advice, and strategies to help you live the lifestyle you desire.

Comprehensive Financial and Retirement Planning

Are you looking for a complete understanding of your financial and retirement landscape? Our comprehensive planning process looks at all aspect of your finances. We will help you prioritize your retirement goals, coordinate your investment and insurance needs and develop a plan of actions to help you live the lifestyle you want. Here are some of the major areas we address when coordinating your plan: 


  • Investment Analysis and Planning
  • Retirement Strategies and Planning
  • Insurance Review & Planning (Life, Disability, Long-term Care)
  • Rollovers – 401k, 403 (b), IRA
  • Tax Review and Tax Minimizing Strategy Planning
  • Estate Planning
  • Social Security Maximization and Planning
  • Medicare Planning
  • Education Planning
  • Expense and Cash flow Analysis 

Comprehensive Financial and Retirement Planning

Are you looking for a complete understanding of your financial or retirement landscape? Our comprehensive planning process looks at all aspects of your finances. We will help you prioritize your goals, coordinate your investment and insurance needs and develop a plan of action to help you live the lifestyle you want. Here are some of the major areas we address when coordinating your plan:


  • Investment Analysis and Planning
  • Retirement Strategies and Planning
  • Insurance Review & Planning (Life, Disability, Long-term Care)
  • Rollovers – 401k, 403 (b), 457 Plans
  • Tax Review and Tax Minimizing Strategy Planning
  • Estate Planning
  • Social Security Maximization and Planning
  • Medicare Planning
  • Education Planning
  • Expense and Cash flow Analysis 

Investment Management and Planning

Investing can be a complicated process that involves discipline, patience and the resources to create successful outcomes. Do you find time limited or lack the knowledge and expertise to research and manage your investments? Our investment management process is designed to provide you with a disciplined approach to your investment portfolio needs. By partnering with our firm, we will provide you with personalized strategies that align with your goals and objectives.


With our knowledge and expertise, we will help design, implement and manage your investments in a coordinated and intelligent manner. Our approach instills the confidence you need for your investment goals and decisions. Our goal is to help you keep more of your hard-earned money. Here are some of the areas that we will address when managing your portfolio:


Investing can be a complicated process that involves discipline, patience and the resources to create successful outcomes. Do you find time limited or lack the knowledge and expertise to research and manage your investments? Our investment management process is designed to provide you with a disciplined approach to your investment portfolio needs. By partnering with our firm, we will provide you with personalized strategies that align with your goals and objectives.


With our knowledge and expertise, we will help design, implement and manage your investments in a coordinated and intelligent manner. Our approach instills the confidence you need for your investment goals and decisions. Our goal is to help you keep more of your hard-earned money. Here are some of the areas that we will address when managing your portfolio:


Risk Management and Insurance Planning

The careful consideration of personal risk remains a cornerstone of any financial plan. Disability, long-term healthcare problems, and pre-mature death can be catastrophic financial events for households and businesses. While many people insure their home and auto, they overlook the need for insuring against income and asset loss. Today’s insurance programs provide creative solutions to help meet your unique needs. Our process will help you review all the options available to protect your family and your legacy. Here are some of the areas we can review:


  • Life Insurance Analysis
  • Disability Analysis
  • Long Term Care Analysis
  • Home, Auto and Umbrella Analysis
  • Health Insurance Review
  • Medicare Planning 

Insurance Planning &
Risk Management

The careful consideration of personal risk remains a cornerstone of any financial plan. Disability, long-term healthcare problems, and pre-mature death can be catastrophic financial events for households and businesses. While many people insure their home and auto, they overlook the need for insuring against income and asset loss. Today’s insurance programs provide creative solutions to help meet your unique needs. Our process will help you review all the options available to protect your family and your legacy. Here are some of the areas we can review:


  • Life Insurance Analysis
  • Disability Analysis
  • Long Term Care Analysis
  • Home, Auto and Umbrella Analysis
  • Health Insurance Review
  • Medicare Planning 

Estate Planning

A will forms the foundation of any estate plan. The process involves the titling of assets, beneficiary reviews, and carefully crafting a document that state your wishes. In addition, you need to provide executors, guardians and agents of your estate which can be challenging to name. Are the beneficiaries of your estate being protected? Not all heirs are ready for financial responsibility that comes with inheriting estate assets and some may always need a guardian. 


We put together a team of resource attorneys to review your estate planning needs, helping to ensure that your wealth is distributed as desired upon your passing. State and federal estate tax laws are constantly changing and having a good estate attorney your team will help keep your documents current. Having a well-designed estate plan forms the foundation of your financial plan. Some of the areas addressed in an estate plan include:


  • Will and Trust Design Strategies
  • Titling and Beneficiary Coordination
  • Estate Tax Reduction Techniques
  • Family Gifting Strategies
  • Charitable Planning
  • Beneficiary Coordination

 

Tenet Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPAs, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Estate & Legacy Planning

A will forms the foundation of any estate plan. The process involves the titling of assets, beneficiary reviews, and carefully crafting a document that state your wishes. In addition, you need to provide executors, guardians and agents of your estate which can be challenging to name. Are the beneficiaries of your estate being protected? Not all heirs are ready for financial responsibility that comes with inheriting estate assets and some may always need a guardian. 


We put together a team of resource attorneys to review your estate planning needs, helping to ensure that your wealth is distributed as desired upon your passing. State and federal estate tax laws are constantly changing and having a good estate attorney your team will help keep your documents current. Having a well-designed estate plan forms the foundation of your financial plan. Some of the areas addressed in an estate plan include:


  • Will and Trust Design Strategies
  • Titling and Beneficiary Coordination
  • Estate Tax Reduction Techniques
  • Family Gifting Strategies
  • Charitable Planning
  • Beneficiary Coordination

 

Tenet Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPAs, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Financial Advice

Are you a “Self-Doer”? Someone who enjoys doing their own planning and management? This program is designed for you if you are seeking financial advice only. We provide you with ongoing support and objective advice for all aspects of your finances.  You are looking for help to navigate specific financial and retirement income topics or to provide second opinions about your process. These topics can be related to insurance, investing or other financial matters.

Financial Advice &
Second Opinions

Are you a “Self-Doer” - someone who enjoys doing their own planning and management?  This service is designed for you if you are seeking financial advice only. We provide you with ongoing support and objective advice for all aspects of your finances.  You are looking for help to navigate specific financial topics or to provide second opinions about your process. These topics can be related to insurance, investing, or other financial concerns. 

Our Process

Our Process

Behind all successful outcomes there is a well-defined process.

Our process is designed to help you archive your desired outcome. It involves getting to know you on a personal level and the things that are most important to you. To accomplish this, we have built a six-stage process that helps to identify your financial goals, builds and implements strategies and monitors your progress. 


Our six-stage process involves:

Behind all successful outcomes there is a well-defined process.

Our process is designed to help you archive your desired outcome. It involves getting to know you on a personal level and the things that are most important to you. To accomplish this, we have built a six-stage process that helps to identify your financial goals, builds and implements strategies and monitors your progress.


Our six-stage process involves:

  • Introductory Stage

    In this initial consultation, you have the opportunity to interview our firm to ask your questions and it allows us to assess your situation and what you are trying to accomplish. Our goal is to help you determine whether our firm is the right match for you.  

  • Discovery Stage

    If you engage with our firm, the first step is to gather all pertinent financial documents that will be used to develop a personalized game plan. We will provide you with a check list of the items needed and a fact finder to help gather your data. 

  • Planning Stage

    In this stage, we will develop a draft of your plan, prioritize your goals and discuss strategies. Our goal is to have a working plan that address gaps in your plan and the next steps to take.

  • Implementation Stage

    This stage involves implementing the strategies to help address your concerns and the gaps in your plan. We will review paperwork and sign documents to establish your account.

  • Follow Up Stage

    When your accounts are established, we will review statements, and other documents to confirm your understanding of the strategies implemented and how to access your information. 

  • Progress Stage

    In this stage we will establish a schedule to review the progress towards your goals. Discussions will revolve around changes in your personal, family and employment status. Questions will be addressed and adjustments to your plan will be considered. 

Connect with us

AND WE'LL GET RIGHT BACK TO YOU.

Sign up to our newsletter

Connect With Us

AND WE'LL GET RIGHT BACK TO YOU.

Sign up to our newsletter

Connect With Us

AND WE'LL GET RIGHT BACK TO YOU.

Sign up to our newsletter