Our goal is to financially plan to help you achieve your desired lifestyle. Although I primarily work with highly-ambitious women and their families no two situations are ever the same. Therefore, we use this custom plan that we update annually based on your life changes. We work to achieve your goals through investment, estate, education, retirement, insurance planning and more. In addition, we work one on one with the rest of your financial team which can range from estate attorneys to accountants. 
*All financial planning and wealth management services offered through Women's Wealth Boutique a Registered Independent Advisor. 

Tanis Financial Group

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Tanis Financial Group

Org chart

Teams

Offices

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