About Tanis Financial Group
Questions We Help Answer
The women I work with are accomplished. But even the most successful people sometimes aren’t sure what questions to ask about their money. If any of these sound familiar, you’re in the right place.
Section One
Financial Planning
Questions we help you answer
What are our goals — what they are, how much they will cost, and how to fund them in the most efficient manner?
How do I manage RSUs, stock compensation, equity, bonuses, or deferred compensation — while working and during retirement?
When should I take Social Security? What’s IRMAA? How do I know what to do about Medicare?
Are Roth conversions right for me and my spouse — when, how much, and where do we pay the taxes from?
Section Two
Wealth Management
Questions we help you answer
Legacy
How can I leave the most money to the next generation in a tax-efficient manner?
How do I balance enjoying my life while also leaving a legacy?
How can I get as close to dying with zero as possible?
Who else do I need on my financial team? How do I know if someone is a good fit for me?
What is the best strategy to manage my portfolio? How do I know when to recognize gains or losses based on my risk tolerance, time horizon, and tax situation?
How do I navigate a major life transition — marriage, divorce, death of a spouse, large inheritance, and anything in between?
You deserve answers — not more guessing.
Let’s have a real conversation about what’s on your mind.