There are many financial products and services in the marketplace, and choosing the proper solutions that best meet your needs can be complicated.  Informed decisions about which products or services to use in any portfolio are best made after an assessment of your needs and a deep discussion as to the risks and rewards of making change. Dealing with a financial firm that has both a deep understanding of the various solutions in the market and access to them is critical.  Conflicts of interest can arise when the client has a financial need and the company he’s dealing with does not provide that product or service. Our independence allows us to avoid that potential conflict. We can provide independent advice, regardless of where you hold your investments. At TADA, we draw from a comprehensive suite of products and services from many of the leading providers in the industry and select those that address your unique situation.

Our products and services include:

  • Fee Based Actively Managed Portfolios
    • Individual Stocks
    • Sector ETFs
    • ProShares
  • Alternative Investments  
    • Public Non-Traded Real Estate Investment Trusts
    • Business Development Companies (BDCs)
    • 1031 Exchange Eligible Real Estate Securities
    • Delaware Statutory Trusts
    • Private Equity
    • Direct Energy Investments
      • Developmental Drilling
      • Royalties
      • 1031 Exchange Eligible Mineral Rights
  • IRA Rollovers
  • Roth IRA Conversion Strategies
  • Long Term Care Insurance
    • Traditional Long Term Care
    • Single Premium Policies
  • Variable Annuities
    • Actively Managed Variable Annuities
  • Life Insurance
    • Permanent Life Insurance
    • Term Life Insurance
    • LIRP (Life Insurance Retirement Planning)
  • Disability Insurance
    • Individual
    • High Net Worth Lump Sum Policies through Lloyds of London
      • Professional Athletes
      • Entertainers
      • People making over $1MM per year