Tarella Financial Group
- Business Succession/Exit Planning
Tarella Financial Group has created interesting and unique strategies for:
• Business Owners- Today’s business owner is charged with managing their business, keeping financially sound practices, and planning for the future in terms of retirement or business sale. Michael’s suite of services and products can be implemented any stage of the business’ life and is created to develop and grow along with the business.
• Individuals and Families- Michael works with each client with respect to their individual situations and counsels them to minimize the overwhelming feelings of the process and enhance their financial outcome through organization and simplification of their investments. Working with Michael early in a person’s career and financial life helps long term financial goals be established, maintained, and met affording a healthy and happy retirement.
• Accountants- Michael supports accountants through a team-based process and complements their practices by delivering solutions in a proprietary method for the CPA to proactively engage their clients.
• Real Estate Professionals- Developers, investors and lenders can take advantage of Michael’s own experiences in the real estate environment to take full advantage of their investments.
• Physicians- Doctors are skilled and educated to do what they do best, being professionals, trusted by patients for care and health management. Michael is the financial resource for these professionals, so they can continue to practice their skills and not worry as much about the financial management of their life and practice.
- Business Succession Planning
- Financial and Retirement Planning
- Asset Managment
- Estate Planning
- Business Sale