MEET THE TEAM

PARTNERS

 

COOPER McMANUS

As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.

www.CooperMcManus.com

ADVISORS EXCEL

Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.

www.advisorsexcel.com

RECENT ARTICLES
Investing for Major Financial Goals

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...

Gift and Estate Taxes

Gift and Estate Taxes

  If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...

Gift and Estate Taxes

Tax Tips: Long-Term Care Insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...

TAX PROFESSIONALS

We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.

Learn More

ESTATE PLANNING PROFESSIONALS

We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.

Learn More

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US
RECENT ARTICLES
Investing for Major Financial Goals

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...

Gift and Estate Taxes

Gift and Estate Taxes

  If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...

Gift and Estate Taxes

Tax Tips: Long-Term Care Insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US

   Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.

FOLLOW US
CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com