Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm. Since 1986, we've developed a firm suited to our client -people of high success. We've staffed insurance brokers, underwriters and family wealth counselors to ensure our own accountability through a customer service team. We uphold relationships with a worldwide network of the best carriers, investors, and established charitable organizations. By caring and asking the right questions, we work closely with clients and their chosen advisors to gain a personalized understanding of their desires and objectives. Client services include Life Insurance and Estate Planning, Planned Giving Consulting, Family Wealth Counseling, Life Settlement/Policy Valuation, Gift Maximization Process and Policy Audit Process. Broker/Dealer and Outside RIA registered - Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered through Family Wealth Counselors, a Registered Investment Advisor. LSF and Family Wealth Counselors are not affiliated. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory services offered through Family Wealth Counselors, a Registered Investment Advisor. LSF and Family Wealth Counselors are not affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
