Michael and Tina Tannery, a couple in business and life, have over 50 years of combined business and financial wealth management experience. Together, we connect with our clients in remarkable ways to develop a deep understanding of what is important to you, both personally and professionally. We then translate those concerns, opportunities, desires and goals into your life plan.

2. WHY TANNERY & COMPANY?
Michael and Tina Tannery, a couple in business and life,
have over 50 years of combined business and financial
wealth management experience. Together, we connect
with our clients in remarkable ways to develop a deep
understanding of what is important to you, both personally
and professionally. We then translate those concerns,
opportunities, desires and goals into your life plan.
After gaining a complete understanding of our clients, we collaborate with other
professional experts to identify potential wealth and tax strategies. Together, we create a
comprehensive wealth management plan. Each client’s unique plan is customized to
incorporate a full range of strategies that guide you towards the short- and long-term goals
of your life plan.
We view our relationships with clients as true partnerships—our role is to empower you in
making decisions that enrich your life. Above all else, we value the relationships and trust
that we build together.
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3. MISSION STATEMENT
MISSION:
At Tannery & Company Wealth Management
we connect with our clients
in remarkable ways
to create extraordinary relationships
that simplify the demands of managing their wealth
VISION:
Financial Independence through Innovation and Excellence
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4. THE CLIENT EXPERIENCE
Initial Meeting Saving & Wealth Plan
spending
 Define dreams and Invest‐  Comprehensive
Review
set goals ment client binder
& revise plan
 Establish wealth‐  Wealth Manager
building approach website
 Identify risk management &
tolerance control
 Plan for family Estate Family  Constant portfolio
Plan
planning milestone
milestones Construction updates monitoring
 Discuss fee  Regular review
structure  Fearless Forecast
 Document review (January) & Half‐
and input Retire‐ time Report (July)
Tax  Special events
ment strategies
schedule
Insurance
planning
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5.
COMPREHENSIVE PLANNING
Financial Business Investment Estate Retirement College
Planning Planning Planning Planning Planning Planning
• Wealth • Business • Tax efficiency • Will planning • 401(k) plans • 529 plans
accumulation succession • Active • Trust planning
planning • IRA‐‐ROTH IRA • Education IRAs
• Cash flow management • Intergeneration
• Employee • Executive • UGMAs
• Retirement • Risk al wealth Compensation
planning benefit plans assessment transfers • Financial aid
• Executive • Tax‐deferred planning
• Asset • Alternative • Charitable investments
protection compensation investments Giving • Coverdell ESAs
strategies • Stock options • Needs analysis
• Portfolio • Family limited
• Debt • Professional strategies partnerships
management collaboration
Please seek the services of a qualified attorney for the drafting of estate documents. Securities and advisory services offered through LPL Financial, a Registered Investment
Advisor, Member FINRA/SIPC. Business succession planning offered through LPL Financial. Business succession planning offered through LPL Financial.
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6. STRATEGIC PARTNERS
At Tannery & Company Wealth Management, we collaborate closely as a team with
other professionals to ensure you have a comprehensive and consistent wealth
management platform
Health Business
Insurance Broker
Mortgage Business
Banker Valuation
Estate Life
Attorney Insurance
Tannery Property &
CPA & Casualty
Company Insurance
Outside service professionals that we collaborate with are not affiliated with or endorsed by Tannery & Company Wealth Management or LPL Financial
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7. MEET OUR CLIENTS
Steve* and Celina* were an early-30s professional couple
referred to us by a CPA. Even though they both earned
big salaries, they had almost zero net worth after years of
working in prestigious careers. Still paying off student
loans and a mountain of debt, Steve wanted to get out
from under an onerous debt burden. Celina wanted to
implement a plan that included starting and building a
family.
Tannery Wealth Management constructed a detailed
financial plan that incorporated both of their desires, as
well as prepared them for key family milestones. Steve and Celina utilized our Internet-based
Wealth Manager, our web-based suite of planning tools that offers an aggregated,
comprehensive view of a client’s financial portfolio. Wealth Manager provides features that
enable comprehensive financial planning and a concierge-level servicing of a client’s needs. This
tool provides an instant snapshot of your current financial picture so you can clearly see how you
are progressing toward your financial goals. We suggested a plan to pay down all their debt
within 18 months, and launch a savings discipline to address family goals.
*These are real client situations. Names are changed and actual photos withheld to preserve client privacy
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8. MEET OUR CLIENTS
Nick* was a rising sales executive for a national firm. We
suggested a plan to keep more of his money so he could
invest in a home and perhaps a business of his own.
Soon after, Nick brought
his parents, Bill* and
Joan*, in to our office.
His parents never wanted to see another financial advisor
after they lost much of their wealth in the 2001 stock market
meltdown. After lengthy discussions to identify their dreams
as well as their fears, Tannery & Company constructed a
plan to generate an income stream to help them retire,
while preserving their primary assets. Joan’s big dream
was to buy a new house with a big garden for Bill, but she never felt they had enough
saved to do it. After analyzing their situation, we said, “You have the money—go buy the
house!”
*These are real client situations. Names are changed and actual photos withheld to preserve client privacy
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9. MEET OUR CLIENTS
We met Meg after she had suffered through a bitter four-
year divorce battle with a husband who unexpectedly left
her for another woman. A stay-at-home mom, she was
suddenly thrust into financial decisions she felt ill
prepared for. On top of that, two years later the ex-
husband informed his daughters they couldn’t count on
him to fund their promised college education. Meg came
to us in a crisis situation. “What am I going to do?” she
asked. At Tannery & Company, we pulled the emergency
cord. Within 24 hours, we researched college costs and
updated her wealth management plan to consider all
three girls attending the college of their choice. We spent many hours playing “what-if”
scenarios to show her the flexibility of her overall plan and how it can be modified to meet
changing conditions.
*These are real client situations. Names are changed and actual photos withheld to preserve client privacy
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10. TRUE WEALTH
Michael Tannery earned his certification in
2008 as a True Wealth Consultant™, which
expands on his commitment of placing client
dreams and goals at the center of every
customized financial plan. The Omaha-based
True Wealth Institute, defines “True Wealth” as
what money cannot buy and death cannot take
away.
This certification focuses on guiding a client through the True Wealth discovery process
which works toward ensuring the right technique and approach is taken for each client’s
unique needs. After years of experience, participating in an intensive training and a self-
exploration program, Michael has become one of a growing number of wealth advisors who
uses Blueprinting™ to help guide clients toward a life filled with true wealth.
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11. TANNERY FAMILY INDEX™
At Tannery & Company Wealth Management, we use what we call the Tannery Family Index™ (TFI)—
the hypothetical rate of return on an investment portfolio that allows clients to achieve their goals. Note:
there is no guarantee that this rate of return will be achieved. This index is different for every client, and
is useful for planning spending and saving habits as clients work toward attaining their dreams. The
Tannery Goal Index incorporates important planning milestones such as:
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12. WEALTH MANAGER
At the heart of Tannery & Company’s portfolio
management system is the Internet-based Wealth
Manager. Most people keep their financial records in a
hodge-podge of locations, from paper files to safety
deposit boxes to individual on-line account
management systems. Wealth Manager allows clients
to consolidate everything into one place, accessible
anywhere with an Internet connection.
$ Load ALL your accounts into one place, no matter where they are held. See all your
bank and brokerage account information, not only your investments held with LPL
Financial, but all your cash and assets in one convenient spot. A simple one-click update
gives you an instant snapshot of your current financial position.
$ Store key documents in a place that may be safer than a home vault (subject to fire) or a
bank safety deposit box (subject to lost keys). At our office, we scan your key
documents into a security- and password-protected file stored on the Internet—driver’s
license, will, tax returns, powers of attorney—whatever is valuable to you. This can be
tremendously helpful if you ever have a wallet stolen, a burglary, or a house fire.
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13.
WEALTH ADVISORS
Michael Tannery’s passion for his work comes from “seeing people achieve what
they never dared hope to accomplish” through sound wealth management
strategies. He is known for his intense loyalty to his clients. His burning desire is to
create a legacy and a path of opportunity for those that follow.
In 2001, he co-founded Tannery & Company Wealth Management with his wife
Tina, and serves as CEO. Prior to that, he held senior positions at Prudential
Securities and Merrill Lynch. Trained as a CPA, Michael spent the early part of his
career as a partner in Pannell Kerr Forster, a national CPA firm.
In July of 2010, Michael was recognized in Texas Monthly magazine as a Five-Star Wealth Manager.
For more information on the FIVE STAR Award and the research/selection methodology, go to
www.fivestarprofessional.com. Less than 3% of all wealth managers earn this distinction. A lifelong
resident of Richardson, Texas, Michael grew up in the JJ Pearce area and participated as athlete, coach
and referee in youth sports and the YMCA.
A graduate and athlete at SMU, he loves to follow Mustang sports. He remains passionate about fitness,
and enjoys bicycle racing like his annual pilgrimage to the Hotter ‘N Hell 100-mile race in Wichita Falls.
Michael is a graduate of Leadership Richardson and is active at First Methodist Church of Richardson.
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14.
WEALTH ADVISORS
While Michael enjoys the visioning part of portfolio management, Tina
Tannery delights in helping clients work through the details. She is
relentless in tracking down and verifying information, and ensuring
every single element of a client’s financial world is in order.
Tina began her career as a banker with Texas Commerce Bank in
Houston. In 1993, she relocated to Dallas to continue within the Chase
Bank Trust Services. She joined Merrill Lynch as a financial advisor in
2000. On their one-year wedding anniversary in 2001, Tina co-
founded Tannery & Company Wealth Management with her husband
Michael. They wanted to establish a unique wealth management
company that could make a significant difference in improving the quality of life for clients.
Since arriving in Richardson, she has made an impact on the community through volunteer
leadership and currently serves on the Board of the Methodist Richardson Medical Center
Foundation and Richardson’s Women in Leadership. Tina enjoys participating in biking and
running, triathlon events, gardening, photography and cooking. She is also a graduate of
the Leadership Richardson program.
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15.
CLIENT SERVICES
CHRISSY PATCHIN
DIRECTOR OF FIRST IMPRESSIONS
Chrissy manages the client experience, from serving as our front-desk ambassador to
efficient document handling to renowned customer service. She is the one who always takes
your call, and follows up with diligence and care. Before working at Tannery & Company,
Chrissy spent several years in the insurance industry as a property and casualty agent. She
is a graduate of Leadership Richardson Class XXIII, and volunteers at the American Hospice
Association. Chrissy is an avid fitness enthusiast, running coach, and marathon runner.
SARAH RIEHM
DIRECTOR OF RELATIONSHIP MANAGEMENT
Sarah manages client communications, including our new e-letter and social media
marketing. She holds a Masters Degree in International Finance, and has published
numerous articles and business books, including Entrepreneurship: Building the American
Dream (West) and 50 Great Business Ideas for Teens (Simon & Shuster/Arco). Listed in
Who’s Who of the World and Cambridge’s Outstanding People of the 20th Century, her
books and articles have been featured on Good Morning America, NBC News, the
Washington Post, USA Today, among many others. Prior to her current marketing
assignment, she served as a manager at IBM; Rockwell/Collins; Peat, Marwick, Mitchell;
and as Executive Director of the nonprofit Angel Flight.
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16. ABOUT US
Tannery & Company Wealth Management was created by
Michael and Tina Tannery on December 2, 2001. Combining
their financial services practices on their first wedding
anniversary was like no other anniversary present that they
could give each other. The freedom to work as independent
financial wealth management advisors was compelling and the
driving force behind the creation. Tannery & Company Wealth Management started that
day with Michael and Tina and six clients.
The original vision from the beginning has been focused on connecting with our clients in
remarkable ways to create extraordinary relationships that simplify the demands of
managing their wealth.
Since that first day Tannery & Company Wealth Management has worked with clients that
desire the independent approach to total wealth management. We concentrate on helping
a select group of high-net-worth individuals and families to work toward achieving their life
goals. Our approach is not for everyone! We ask that our clients be equal and informed
partners in the wealth management process, and make a commitment to implementing and
executing their customized wealth management plan.
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17. The financial consultants of Tannery & Company Wealth Management are proud to be
among the 12,000 independent financial advisors affiliated with LPL Financial. In June,
2010, Financial Planning magazine ranked LPL Financial as the #1 independent broker-
dealer in the country, for the 14th year in a row, based on total revenues. As our broker-
dealer, LPL Financial executes all securities trading for our clients. Broker-dealers are
regulated under the Securities Exchange Act of 1934 by the Securities and Exchange
Commission (SEC), a unit of the US government and also must abide by the stringent
regulations of the Financial Industry Regulatory Authority (FINRA).
Because of our affiliation with LPL Financial, we are able to offer a wide range of
independent investing options. LPL Financial does not offer any proprietary investment
products, unlike some large investment management firms that are often tied to in-house
investment options. LPL Financial offers our clients access to superior independent
financial research and cutting edge tools and technology for portfolio management.
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18. CONTACT US
Physical address:
2701 Custer Parkway
Suite 819
Richardson, TX 75080
Office phone: 214.239.4700
FAX: 214.239.2929
Toll-free: 1.866.360.4959
Connect with Michael:
Michael@tannerywealth.com
www.facebook.com/michael.tannery
www.linkedin.com/in/michaeltannery
Connect with Tina:
Tina@tannerywealth.com
www.facebook.com/tina.tannery
http://www.linkedin.com/in/tinatannery
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19.
2701 Custer Parkway, Suite 819
Richardson, Texas 75080
Office (214) 239­4700
Fax (214) 239­2929
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC