Tkachyk & Tan Finance and Insurance Services

In order to move, we must first have GOALS! The first 2 letters ARE. . . GO! How is your retirement plan going?? We can help!

Is the issue of retirement personal? The only one who has to live with the results of your choices is you. Do you know what your doing?? We're here to help.

The real things haven't changed. It is still best to be honest and truthful; to make the most of what we have; to be happy with simple pleasures; and to have courage when things go wrong. ~ Laura Ingalls Wilder

ENTREPRENEURSHIP Is living a few years of your life like most people will not, So that you can spend the rest of your life like most people can not. . :)

This is our purpose; to make as meaningful this life that has been bestowed upon us; to live in such a way so that we may be proud of ourselves; to impact in such a way that part of us lives on ~Oswald Spenger

Quite simply, clients are our purpose and it is planning that defines What We Do: PLANNING is the process of defining results. PLANNING is the foundation of managing objectives.... PLANNING defines the time periods for achieving those results.

If you or your company happens to be in the non-profit or educational sector, you may be eligible to create a 403(b) or Tax Sheltered Annuity plan. Enjoy the peace of mind while you help save for your financial future. You can save on taxes today while maximizing your retirement future yet another reason to contact us today a Tkachyk & Tan.

A Split Dollar life insurance plan is a non-qualified (non-tax deferred) plan that allows an employer and employee to share in a life insurance policy. This is another valuable strategy used by employers use to both attract and retain management talent. Call Tkachyk & Tan today and we’ll show you how this can work for you and your business.

Tkachyk & Tan is well-versed on the many different types of financial planning strategies. An oft overlooked tool, is life insurance sold under Sec. 79. If you desire to provide insurance to one or more employees, you may do so on a tax-advantaged basis. Contact us today for information on this valuable product.

A qualified retirement plan is one that allows you to make pre-tax contributions that accumulate earnings on a tax-free basis while, at the same time, providing creditor protection. Tkachyk & Tan has helped numerous clients create a tax-advantaged plan that maximizes today’s cash flow while helping to ensure a bright future.

Successful companies have learned the secret of attracting and retaining top management talent. To that end, Tkachyk & Tan is your source when you need to create an executive perk and a business solution that says thank you to a key person while also helping to secure your company’s financial future.