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Tavenner Financial, LLC –

Tavenner Financial, LLC. Tavenner Financial, LLC. Qualified Retirement Plan Overview. WHO WE ARE Tavenner Financial, LLC serves as a qualified plan investment advisor and consultant for small to medium size businesses. We are owned … Read More. Tavenner Financial LLC QUALIFIED PLANS OPEN ARCHITECTURE Offering true Open Architecture 401 (k) platforms and design for plan’s to enjoy assets … Read More. Click Image Above to Download Our Brochure. Middot; All Right Reserved. Tavenner Financial LLC is a Regist...

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CONTACTS AT TAVENNERFINANCIAL.COM

Tommy Tavenner

P.O ●●●● 855

Ol●●ey , Maryland, 20830-0855

United States

301●●●425
de●●●●●●@hotmail.com

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Tommy Tavenner

P.O ●●●● 855

Ol●●ey , Maryland, 20830-0855

United States

301●●●425
de●●●●●●@hotmail.com

View this contact

APG

Matthew Baron

2403 ●●●●●n Ct.

Cr●●on , Maryland, 21114

United States

1.30●●●●6581
mb●●●●@agencypromogroup.com

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Tavenner Financial, LLC – | tavennerfinancial.com Reviews
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Tavenner Financial, LLC. Tavenner Financial, LLC. Qualified Retirement Plan Overview. WHO WE ARE Tavenner Financial, LLC serves as a qualified plan investment advisor and consultant for small to medium size businesses. We are owned … Read More. Tavenner Financial LLC QUALIFIED PLANS OPEN ARCHITECTURE Offering true Open Architecture 401 (k) platforms and design for plan’s to enjoy assets … Read More. Click Image Above to Download Our Brochure. Middot; All Right Reserved. Tavenner Financial LLC is a Regist...
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Tavenner Financial, LLC – | tavennerfinancial.com Reviews

https://tavennerfinancial.com

Tavenner Financial, LLC. Tavenner Financial, LLC. Qualified Retirement Plan Overview. WHO WE ARE Tavenner Financial, LLC serves as a qualified plan investment advisor and consultant for small to medium size businesses. We are owned … Read More. Tavenner Financial LLC QUALIFIED PLANS OPEN ARCHITECTURE Offering true Open Architecture 401 (k) platforms and design for plan’s to enjoy assets … Read More. Click Image Above to Download Our Brochure. Middot; All Right Reserved. Tavenner Financial LLC is a Regist...

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tavennerfinancial.com tavennerfinancial.com
1

Our Services

http://www.tavennerfinancial.com/our-services

Tavenner Financial, LLC. You are here: Home. Tavenner Financial serves as a Qualified Plan investment advisor and consultant for small to medium size businesses. We are owned and operated by Thomas Tavenner (Certified Financial Planner and Accredited Investment Fiduciary. Mr Tavenner is also a Registered Representative of H. Beck/Capital Financial Group, Rockville Maryland. All plans are built from an Open Architecture prospective that allows for: (1) Full price transparency;. Middot; All Right Reserved.

2

Thomas “Tommy” Tavenner, CFP for Tavenner Financial, Inc.

http://www.tavennerfinancial.com/about-tommy-tavenner

Tavenner Financial, LLC. You are here: Home. Thomas Tommy Tavenner, CFP. Is the Founder and Executive Officer for Tavenner Financial, Inc. Tommy received his Bachelor of Science degree in Business with an emphasis on Management Studies from the University of Maryland (UMUC). He earned the Certified Financial Planner. Professional designation from Fiduciary360. An organization that fosters education for the prevention of Domestic Violence. Tommy, born in 1953, resides in Olney, MD, and has received variou...

3

Qualified Retirement Plan Overview

http://www.tavennerfinancial.com/2012/04/13/post-2

Tavenner Financial, LLC. You are here: Home. Qualified Retirement Plan Overview. Qualified Retirement Plan Overview. April 13, 2012. Fidelity Bond required by ERISA (no exceptions) to protect the plan trust from fraud and dishonesty (coverage should be at least 10% of plan assets beginning of plan year up to a maximum requirement of $500,000). Transparency seek out plan designs and structures that allow trustees to easily understand all vendor responsibilities and compensation. You must be logged in.

4

Tavenner Financial - Qualified Plan investment advisor

http://www.tavennerfinancial.com/about-us

Tavenner Financial, LLC. You are here: Home. Tavenner Financial, LLC serves as a qualified plan investment advisor and consultant for small to medium size businesses. We are owned and operated by Thomas Tavenner (Certified Financial Planner and Accredited Investment Fiduciary. Mr Tavenner is also a Registered Representative of H. Beck Inc., Bethesda Maryland. See the SOLUTIONS. TAB for more information. See the CORPORATE RETIREMENT PLANS. TAB for more information. Download Our Qualified Financial Plan.

5

Corporate Retirement Plan

http://www.tavennerfinancial.com/corporate-retirement-plan

Tavenner Financial, LLC. You are here: Home. Considerations (from our Qualified Plan Brochure. Click Here. For the Full Brochure). Fidelity Bond – required by ERISA (no exceptions) to protect the plan trust from fraud and dishonesty (coverage should be at least 10% of plan assets beginning of plan year up to a maximum requirement of $500,000). Transparency seek out plan designs and structures that allow trustees to easily understand all vendor responsibilities and compensation. Securities offered though ...

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Tavenner Financial, LLC –

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