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Michael Tannery
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Financial planning — wealth accumulation, cash flow, asset protection strategies and debt management |
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Business planning — business succession planning, employee benefit plans, executive compensation, stock options, professional collaboration |
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Investment planning — tax efficiency, active management, risk assessment, alternative investments, portfolio strategies |
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Retirement planning--401(k) plans, IRA and Roth IRA, executive compensation, tax-deferred investments, needs analysis |
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Estate planning — will planning, trust planning, intergenerational wealth transfers, charitable giving, family limited partnerships |
Michael A. Tannery, Co-Founder and CEO, brings in-depth understanding and successful practice in financial services and wealth management. Michael co-founded Tannery & Company in 2001 with the mission to help people make informed financial decisions and unbiased investment choices leading to discovering their true wealth. A 1981 graduate of Southern Methodist University, Michael returned to Richardson in 1982 where he has worked, lived and played since first moving with his parents in 1962. Michael’s focus has always been the same: involvement with the community and giving back to those around him with a true sense of entrepreneurism. Michael has been involved with the Richardson YMCA, the Richardson Regional Cancer Foundation and Ronald McDonald House. Michael has 3 daughters, Chandler, LynAlise and Hayley. His hobbies include spending time with his wife, OU football games with his daughters, biking, running and triathlons for fitness, and golf.
Have you ever wondered who your financial advisor really works for, you or the firm? Our commitment is your success, as defined by your goals. We build in-depth relationships of trust by placing your interests first. That’s what we do every day, from the very start of our relationship. Our holistic wealth management approach is based on our sincere belief that long-term financial goals should not be measured in theoretical returns, but rather through the achievement of life goals. If you are looking for an experienced wealth management team in the Dallas area, please call for an introductory consultation.
Why Tannery & Company?
– In-depth experience advising “suddenly single” after divorce or death of a spouse
– Holistic approach to wealth management, offering services far beyond stock-and-bond investing
– True Wealth™ approach begins by analyzing client life goals, and then crafting a unique wealth plan to help you pursue your goals
– Through close collaboration with your trusted advisors, your wealth management plan includes tax strategies, estate planning, insurance, business succession planning and charitable giving
– Small business coaching assists owners to sort out complexities of business vs. personal finances
– Distinctive client communications keep you informed about vital investing and lifestyle issues
– On-line Wealth Manager
– Hijack Your Future! weekly blog
– Weekly Wealth Commentary
– WE:CONNECT monthly e-letter
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Areas of Focus
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Map
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The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
DC, FL, NY, OK, TX, VA and WI.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org.
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 129,500 consumers) and registered financial services representatives (over 16,000 financial services professionals) to evaluate the approximately 20,000 wealth managers in the Dallas/Fort Worth Region (includes Anderson, Bosque, Collin Comanche, Cooke, Dallas, Delta, Denton, Ellis, Erath, Fannin, Freestone, Hamilton, Henderson, Hill, Hood, Hopkins, Hunt, Jack, Johnson, Kaufman, Lamar, Navarro, Palo Pinto, Parker, Rains, Red River, Rockwell, Somervelle, Tarrant, Van Zandt, Wise counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Dallas/Fort Worth Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Dallas/Fort Worth Region).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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