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A PASSION FOR HELPING CLIENTS UNDERSTAND THEIR RELATIONSHIP WITH MONEY

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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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.

Jason Tegtmeier

Jason Tegtmeier

Office Administrator

Nonny Tegtmeier

Nonny Tegtmeier

Office Mascot

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