"It's our belief that some portion of every portfolio should be protected and guaranteed."
Our Affiliation: We are committed to providing Secure Income Strategies for people in or near retirement making sure their retirement income lasts as long as they do. Because of that commitment, we searched for an organization that was highly successful with high integrity, and discovered Tarkenton Financial. Tarkenton Financial is a boutique financial organization led by the highly successful Fran Tarkenton.
How Do We Work? As an independent advisory firm we are able to access a diverse spectrum of products, combined with dedicated support and the individualized service we offer to our clients, we help design strategies for the future our clients' envision. Effective financial professionals begin by assessing their clients needs--not by simply recommending specific products. With your help we will:
Assess your current financial situation
Help you identify your financial needs
Help you determine your risk tolerance
Help you determine your financial time horizon
Help you formulate a long-term financial strategy
Next, we will research a variety of choices and strive to match them to your specific needs. This includes:
Explaining the risks and rewards of each type of concept including but not limited to the fees, charges, expenses, time horizon and other things that may be associated with the ideas we discuss.
Explaining how each type of financial product works and how it will affect your long term goals.
Helping you build a strategy for the future you envision.
Why Choose Us? Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.
