Transparency &

Independence

 

Independent with No Bank, Insurance or Broker Affiliation

Fee-only Investment Compensation

Comprehensive Planning Included

Fiduciary

Team Approach

Independent Analysis

Communication / Education

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Is Tatro Capital for you?

While we desire to help as many people as possible without diluting our commitment to service, we realize we are not the right fit for everyone. The adviser client relationship must be comprised of mutual respect with a foundation of quantified and measurable goals. Tatro Capital may be the right fit for you if…

 

Retirement

 

– You are starting to think about retirement and want to determine an appropriate target retirement age

– You are close to retirement and want to make sure you have examined all the proper financial data to ensure your income is secure through retirement such that you will not outlive your resources

– You are in retirement and unsure or insecure about your income distribution methods.

 

Working Professional

 

– You are a professional starting to pursue financial investments and want to make sure you are approaching such things as your 401k, Roth IRA and Taxable Investment

– With more than 10 working years remaining you are starting to contemplate a financial and retirement plan and seek a second opinion to help formulate this strategic process.

– You have recently left a job and are exploring your options for your previous company retirement plan.

 

Small Businesses

 

– You are seeking an affordable retirement plan solution for your small business