Month: August 2023

The D.R.E.A.M. Process

If you have followed my content for any amount of time you know that I frequently use phrases like “financial planning” or “build your dream”. But here at Tanis Financial Group we take our clients through a unique process to help them use financial planning to build their dream life.  For us, the goal is to help you determine what you truly want your life […]

Continue Reading

How to Have the Difficult Estate Planning Conversation 

Conversations about estate planning can be uncomfortable and emotionally charged. However, they are essential for ensuring that your family’s future is secure and your wishes are honored. Whether you’re a parent, grandparent, or adult child, discussing estate planning with your family can bring clarity, prevent misunderstandings, and provide peace of mind. In this blog post, […]

Continue Reading

The Best Gift You Can Give

As we prepare to launch our estate planning division, I have had a lot of conversations with clients around the legacy that they want to leave. So often, we associate this type of planning with doom and impending death. But the conversations I am having revolve around making life easier for your loved ones. Wills […]

Continue Reading