News & Insights

Preventing Bad Heir Days

Research shows that one of parents greats fears are that their children will end up in conflict and quarrels after their gone. How can you design your plan so your heirs will cooperate, work together and not fight over what you have left them? In other words, what is the remedy for a bad "Heir" day?

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The Tamar Fink Way - #2

Missing just one detail can have an enormous impact on a job. Be organized and plan your work for maximum efficiency. Be thorough and a fanatic about accuracy and precision. The goal is to get things right, not simply to get them done. Double-check your work. Document everything. Write down what happens, what you commit to, and what the client says.

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The Tamar Fink Way - #1

Always look to serve others and do what’s best for them, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Every day.

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Wealth Impact Video #3

Transform, Reveal, Maximize and Pass on Your Dollars Through our Wealth Impact Process.

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Gift Planning Process

Looking to give? Get the most out of your gift using our Gift Maximization Process. Learn more here.

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