Our Approach

At Tarella Financial Group, we are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.

As you retire, you may need a steady stream of income that can last for decades, and a strategy to help you defer or reduce taxes and other financial risks. That calls for the integration of tax-advantaged investments andinsurance to support your needs.

This is where our many years of experience matter. As you get older, you may want to invest more conservatively and focus on protecting your wealth and legacy. We can help by showing you how to arrange your portfolio to potentially benefit from stock market gains while shielding yourself from stock market losses.

We will take time to get to know you - where you come from, how you have built your practice or career, and what you would like to do next. We have keenly studied the financial and tax markets for over 25 years, and we enjoy helping doctors and business owners plan to retain wealth and attain dreams.

Together, we will explore a results-focused planning process that will:.

Our Process

  1. Clarify your concerns and objectives

  2. Provide a clear analysis and projection of your personal and business financial information

  3. Explore possible strategies to achieve your goals

  4. Collaborate with your circle of advisors

  5. Implement and follow-up with your plan