OUR SERVICES

There are many financial products and services in the marketplace, and choosing solutions that 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 provides access to products and services that can help us avoid those conflicts. 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*
  • 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

*Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies.  Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.

**Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

***Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses.  They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

****There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

*****Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.