Tailwind Financial Planning provides financial planning services, including ongoing comprehensive financial planning, hourly and project-based financial planning, and investment management services. For clients also engaging TFP for ongoing financial planning, TFP will manage individually tailored investment portfolios at no additional cost. TFP's services cover areas like retirement planning, risk management, college savings, cash flow, debt management, employee benefits, and estate planning.
Assets Under Management$3.7M
Clients6
Advisors1
Avg. per Client$620K
Avg. per Advisor$3.7M
www.tailwindfp.com ·www.linkedin.com/in/pam-bergeson-85370a1b4 ·www.instagram.com/tailwindfinancialplanning
Fee Structure
Planning is included in investment management
Tailwind Financial Planning manages investments at no additional cost for clients who also use their ongoing financial planning services. The investment management fee is included in the ongoing financial planning fee.
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