Prior to his career in wealth planning, Tad ran a multi-generational family business. He is committed to managing relationships with the utmost trust and integrity. Tad's proficiencies extend beyond asset management and he helps organize the important elements of each client's financial life into a single and integrated plan-corporate retirement approaches, trust & estate strategies, mortgages and lending.
His wealth management strategies target personalized needs and are tailored to the individual. Tad employs a disciplined process to help grow and preserve significant assets. In 20, Tad was recognized as a Forbes Best-In-State Wealth Advisor. As a partner of the Amato-Waldbauer Group, he leverages his deep entrepreneurial experience to provide advisory guidance that addresses the personal financial complexities of business owners, corporate executive and high-net-worth families. Tad Waldbauer is a Managing Director and Wealth Partner with J.P. Read the official announcement from Community Brands. Learn how the TADS suite of solutions works together to save your staff time and enhance your family experience – from admission to financial aid, to billing and day-to-operations. The program automatically identifies families who meet certain criteria and waives the application fee for those families. This is a truly unique waiver has been exclusive to SSS for the past six seasons but will now expand to help families who apply for TADS schools as well. With a single application for families also comes the ability to offer the Means-based Waiver (MBW). Eliminating the need to contact TADS Support to make changes.More control over their financial aid applications and data.Moving applications through the review process faster.When the new portal becomes available TADS schools will see benefits like: (The Salesforce platform is the same software platform that has supported the SSS financial aid solution for the past seven years.) To achieve this unparalleled offering, the Community Brands team has built a new, modern TADS Financial Aid portal on the commercially-available Salesforce platform. It all depends on what aligns best with the school’s philosophy and mission. Or schools can choose the NAIS-backed SSS methodology to calculate need. Schools can still use the TADS needs-based methodology and make formula customizations as they see fit.
This innovative approach will streamline the family experience but keep the flexibility that schools love most about TADS.
This means that families will need to fill out just one application and pay just one application fee.
#AIF TADS SOFTWARE#
To support our schools in their efforts, Community Brands is bringing together two of its leading brands, TADS Financial Aid and School and Student Services (SSS), onto a single software platform.īy consolidating these two leading services onto one platform, families will be able to apply to both SSS and TADS schools through a single financial aid portal. Implementing a financial aid strategy that’s right for your school while providing a smooth family experience is crucial to keeping finances healthy and enrollment strong. Meanwhile, the need to operate more efficiently and spend funds more wisely is a top priority for private and independent schools today. Financial Aid applications are on the rise.
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