Tailwind Financial Strategies, LLC and its principles, employees, staff, representatives and affiliated professionals (TEAM) do not provide tax, investment, legal or any other professional services unless clients have current engagements documented in signed engagement letters with the appropriate entities.
Clients must consult with qualified advisers regarding the tax, investment, accounting, and legal implications of any proposed strategies before any strategy is implemented. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, investment, tax, legal or accounting advice. You should consult your own investment, tax, legal and accounting advisors before engaging in any transaction.
Tailwind Financial Strategies, LLC works closely with Tailwind Tax, LLC to provide various services to our clients. Tailwind Financial Strategies, LLC is a licensed insurance agency in the state of Texas. Tailwind Financial Strategies, LLC (dba Tailwind Financial Strategies Insurance Agency LLC) is an agency licensed in California (License #0K90244). Tailwind Tax, LLC is a tax advisory firm providing tax planning services. Xceed Capital Management, LLC is a registered investment advisor.