Tatyana has more than 25 years of experience serving customers and the local community. Her philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. She pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it her goal to forge lifelong relationships.
We work with individuals and families who have worked a lifetime and are concerned about the possibility of running out of money during retirement and who fear taxes and costs will negatively impact their legacy to loved ones or charities.
At Financial 1 Wealth Management we understand you may experience the same anxiety, which is why our top priority is to protect your wealth. In addition to providing you with investment and tax strategies we will coordinate all areas of your financial life from analyzing your insurance coverage to assisting with estate and trust needs. This collaborative approach insures that each party is working in harmony with the other to create one complete roadmap.
We believe managing all of the moving pieces reduces stress and can help you create a clear vision for your future.
Tatyana has built a reputation for providing trustworthy, well-researched advice to her clients. She uses a proprietary planning model that allows her to create a highly customized plan to meet each investor’s needs.
Financial 1 Wealth Management Group was founded in 2007 as a full-service financial services firm built on a foundation of trust and respect. Over the decades it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Financial 1 Wealth Management Group has a tradition of excellence that has helped establish and maintain its good name in the community.
The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. Tatyana believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.