Cynthia Taradash (BS, CFP®, ChFC®, MBA)

Cynthia Taradash focuses in the
following client markets or areas of practice:

  • Hourly
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Financial planning with Cindee Taradash always begins with a detailed discussion of the client's goals and concerns.  Once the goals are defined, a detailed, customized financial plan generally is prepared that will show clients how to achieve their goals.  Each recommendation in the plan is tailored specifically to each individual client.  Fees for the financial plan are based on the client's total assets and are very competitive.  Once a plan is completed, on-going advice may be contracted for under a retainer fee arrangement.  When a comprehensive financial plan isn't suitable, work may be completed on an hourly or project basis.  For clients planning on retiring soon or have recently retired, a financial plan focusing on just the retirement analysis and the investments may be most appropriate.  There are no minimum fees for any financial service.  Also, because Cindee does not have discretionary authority of client assets, clients always remain in control of their investments.

Additional Information

Cindee is a former engineer who has also worked in operations management.  And, she worked at H & R Block for two tax seasons preparing tax returns.  Widowed at a young age, her life experiences add a compassionate and unique perspective when working with her clients.  When not working, Cindee enjoys reading, walking, photography and hiking in the White Mountains with her golden retriever.

NAPFA Start Date

November 08, 2000

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This Office

PO Box 28 Whitefield, NH 03598-0028 Phone: (603) 837-2506

Other Offices

770 Railroad St Saint Johnsbury, VT 05819-1656 Phone: 802-476-0602