TailorMade Financial, Inc.
TailorMade is the advisor to the advisor to elite investment managers, other professionals and a select group of families and business owners around the country. We focus on private client matters at the intersection of estate, business, tax and asset protection. Our deep technical knowledge delivers a balance between the legal, tax, emotional and wealth aspects of any plan. We individually connect a customized “tailor-made” comprehensive planning solution that works both today and tomorrow.
TailorMade Financial is a dedicated partner with our clients. Our clientele consists of affluent individuals, families, business owners and other advisors. As experts in estate, business, tax, and asset protection planning, we partner with our clients to help them through the process of understanding, building and sustaining wealth. Achieving wealth and remaining wealthy require different characteristics. Individuals, families and even businesses become wealthy for a variety of reasons, yet they often make the mistake of thinking they can also win the wealth management game alone. Fortunes are lost annually by uniformed direct investments and poor choices made by “experts” in the legal, operations, accounting, investments and insurance domains. In many cases, there are no “do-overs” which is why the right partner not only makes sense, it is critical in achieving one’s goals. In the end, it is not about what you earn. It is what you keep that matters most. You can get the same asset allocation pie chart from any broker. Wealth management is not solely about investing and managing liquid assets. TailorMade’s role is to take complex situations and balance them with three questions: (1) Who you are? (2) What do you care about? (3) What do you want to accomplish? After an intimate understanding of the answers to these questions, the solutions that fit present themselves. Only then can there be symmetry between taxes, net returns, family dynamics, charitable and legacy planning that works for both today and tomorrow. Our disciplined process is unique in that we have the deep technical knowledge and ability to communicate complex financial processes clearly to all. Custom by design, every client receives specific individual attention matching a “tailor-made” solution to fit his/her goals and objectives. It is time to expect more from “wealth management.” It all starts today.
Address: 6700 Woodlands Parkway, Suites 230–280 The Woodlands, Texas 77382, USA
Phone: +1 888 880 7654
FAX: +1 888 880 7654
