Taddei, Ludwig & Associates, Inc.

www.TLAFinancial.com

Taddei, Ludwig & Associates, Inc. (TLA) is a team of financial professionals dedicated to helping our clients meet their financial goals. Our members offer a breadth of services that include financial planning, investment management, estate planning, business succession planning, insurance, and qualified retirement plans.

Our mission is to help our clients achieve financial security, regardless of what happens in an uncertain world.

Our approach:

• Our first priority is to understand our clients' financial concerns and goals.
• Then, we help them formulate and implement a strategy to work toward their goals. We recognize that every client is unique and we work hard to customize strategies to fit each client’s needs and resources.
• Next, we recommend the appropriate products and services to help execute that strategy. 
• Finally, we establish a process to track progress and evaluate results. As circumstances change, the game plan is revised to fit the new conditions.

The founders, Kirk Ludwig and Matthew Taddei, formed TLA as a partnership in 1989. Diane McCracken joined the firm in 1994 and became a partner in 1995. The firm incorporated on January 1, 2007 and merged with Jack G. Nixon & Company shortly thereafter.

Each advisor focuses on a specific area of financial services to maintain a high level of experience and up-to-date knowledge in his or her focus.

Kirk Ludwig, ChFC, CFP®,  is the Director of TLA’s Financial Planning and Investment Management team. His team assists our clients in wealth accumulation, lifetime income planning, estate preservation, financial planning, and tax efficient portfolio management.

Matthew Taddei, CLU, CFP®, is the Director of our Insurance team. Clients look to his team for help with estate planning; business succession planning; and life, disability, and long term care insurance.

Diane McCracken, ChFC, is the Director of our Group Qualified Retirement Plans team. Our clients rely on her team's knowledge of retirement plan design options, including defined contribution and defined benefit plans.  Her team also offers the education and enrollment of employees/participants.

Scot Elrod is our newest TLA Team member. He brings to TLA 25 years of financial services experience in the fields of mortgage banking and charitable gift planning.  Scot works closely with Kirk helping clients in the areas of investment management and financial planning.

Jack G. Nixon, CLU, ChFC, brings 44 years of financial services experience to TLA. Inc,  Jack works closely with our clients in the areas of retirement and investment planning.

To learn more about each member of our team, please click here or on the Associate tab above.

CFP^®, CERTIFIED FINANCIAL PLANNER^TM and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.