Tailored Dollars is an exclusive financial services firm specifically designed to help individuals and businesses formulate a strategy to reach their financial goals with ease and confidence.
We are fully accredited and skilled professionals. We offer advice that is right for your unique situation, whatever that situation might be. Focusing on your needs, your values, and your priorities, we can help you develop a "made-to-measure" financial strategy using a variety of appropriate investment and insurance solutions.
We are fully impartial, we are not tied to any specific products or companies. We do not offer "ready-to-wear" solutions that are so common in the marketplace. With access to investment products from over 80 companies and insurance products from over 20 leading insurance companies, our recommendations are designed to meet your family's and your business' specific needs.
Navigating through financial products and services can be an overwhelming proposition. Our extensive involvement in ALL of the areas that your financial health requires, makes us an ideal financial resource for you. By continually updating our knowledge and keeping up with the latest developments in the financial services industry, all our services are tailored not only to your specific needs, but also to ever-evolving market conditions and financial products.
All our financial plans come with a guarantee of a review every 6 months. This is intended to both protect you at EVERY stage of your personal and professional development as well as give you a peace of mind that your plan will never be outdated so that we will be celebrating the realization of your dream together, every step of the way.
Tailored Dollars is proud to be your all encompassing financial solutions provider for all your financial servicing needs. You tell us your dreams and we will provide you with a financial road map to make your dreams a reality.
