Investment Management
Investment Management
  • Is your money working hard enough?
  • Are you working with a fiduciary?
  • Do you understand the investments you own?
Financial Planning
Financial Planning
  • Do you have a plan to save?
  • Do you have an emergency fund?
  • Do you know where your money goes?
Wealth Management
Wealth Management
  • Is your wealth protected for your family?
  • Do you understand the risks facing your wealth?
  • Are you maximizing tax advantages?
Route2Retire
Route2Retire
  • Do you have a plan?
  • Are you saving enough?
  • Will your money last?
  • Start your Route2Retire Today!
401k Advisory
401k Advisory
  • Does your company’s 401k plan make the grade?
  • Do you want a compliant, healthy retirement plan for your employees?
  • Are your employees getting the most from their retirement plans?

WHAT CAN WE HELP
YOU WORK TOWARD?

LET’S GET TO WORK

Assisting you in managing your financial future is a privilege. We hope to achieve that honor by earning your trust and confidence. Let us show you how.

Rich Tegge, President

LEADERSHIP TEAM

Rich Tegge
Jessica Kinonen
Katy Vogler
Ashley Musselman

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