Live A Great Story
True Wealth is living the life that fulfills you, planning a Lifetime that excites you, and creating the Legacy that you are passionate about.
LIFE
How do we balance our day-to-day expenses and the need to start planning for the lifetime needs that will arise later in life.
A PASSION FOR HELPING CLIENTS UNDERSTAND THEIR RELATIONSHIP WITH MONEY
I have seen first hand the impact a person's emotions about money have on various aspects of their life. From emotional stress to relationship stress and even a person's health are all affected by the stress they feel about their financial well-being. My goal is to help clients understand what is driving (and sometimes dividing them in their financial decision making.
AS C.F.P.® PROFESSIONALS WE PUT OUR CLINT'S INTERESTS AHEAD OF OUR OWN.
We have the knowledge and the experience to help clients understand how the different parts of their financial life all come together to create the Life, the Lifetime, and the Legacy you want to write as your "Lifetime Story".
Diversification, Patience, and Consistency
Medicare At 65+
Gun Ownership and Your Homeowners Policy
OUR TEAM
We act as our client's financial coach. We use a wide range of skill sets to help our clients develop a game plan, and then execute those strategies on the field.
Deanne Tegtmeier, CFP®
Financial Planner
Jason Tegtmeier
Office Administrator
Nonny Tegtmeier
Office Mascot