What We Do

PERSONAL SOLUTIONS

The InTandem Financial team provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you are going and how to get there. Click on some of our key services below for more details.

  •  ESTATE PLANNING

  •  ASSET PROTECTION

  •  CHARITABLE PLANNING

  •  ROLLOVERS

  •  FUND ALLOCATION

  •  DISABILITY AND EXTENDED CARE NEEDS

 

BUSINESS SOLUTIONS

The InTandem Financial team offers a wide array of services to help companies address their financial needs at every stage of the business life cycle, taking into account their company values and financial goals. Our open architecture approach personalizes the process and customizes strategies to help businesses meet their objectives. Click on some of our key services below for more details.

  •  DEFERRED COMPENSATION

  •  EXECUTIVE BENEFITS

  •  BUY-SELL AGREEMENTS

  •  SUCCESSION PLANNING

  •  KEY PERSON INSURANCE

Disclosure

Chad Demarre is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of IA, IL, MI, MO, TX, and WI. No insurance business may be conducted outside the states referenced.

Chad Demarre is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 324 Rochester Rd Ne, Poplar Grove, IL, 61065, 815-312-4360. In this regard, this communication is strictly intended for individuals residing in the states of IL, MI, MO, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

INTANDEM FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither INTANDEM FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

Your California Privacy Choices