Tara Unverzagt (BS, CFP®, CFT-I, CTEC, MBA, RTRP)

Tara Unverzagt focuses in the
following client markets or areas of practice:

• Baby Boomers
• Cash Flow/Budgets/Credit Issues
• Charitable Giving
• College/Education Planning
• Estate & Generational Planning Issues
• Fixed Fee (Subscription, Retainer, etc.)