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?
Retirement Planning
Retirement Planning
  • Do you have a plan?
  • Are you saving enough?
  • Will your money last?
  • Start your Route2Retire Today!
Investment Advice
Investment Advice
  • Is your money working hard enough?
  • Are you working with a fiduciary?
  • Do you understand the investments you own?
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

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

SCHEDULE YOUR APPOINTMENT TODAY

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MD, MI, MO, SC, TX, WA, WI.

Website by FIRE PIXEL