We start by clarifying our fee structure and explaining the different ways we can help.
We will complete a financial discovery with you to learn more about your individual situation.
In this process, We will evaluate whether your investments are in line with your goals and risk tolerance. After that, we help analyze your financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your retirement goals and risk tolerance..
David J. Tauzin, is the President of Tauzin Wealth Management and is an Investment Advisor Representative with Gradient Advisors, LLC. As a fiduciary, David is held to a standard to act in the best interest of each client. Since starting his career 23 years ago, David's main focus has been working with pre-retirees and retirees to build a financial plan that may enable them to enjoy retirement the way they have envisioned it.
Tauzin Wealth Management utilizes Social Security Maximization, Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation strategies to help optimize your retirement planning goals.
