Our Story

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

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

As independent professional advisors, we offer personalized wealth management, retirement planning, and 401k strategies to individuals, businesses, and institutions.

Our Vision

To bring clarity and confidence to your financial life.

Our Philosophy

To preserve and grow your wealth through sound planning.

Our Promise

  • Courteous Service
  • Trustworthy & Competent Advice
  • Regular Monitoring & Updating of Your Plan
  • Clear & Consistent Communications
  • Full Disclosure of Costs & Risks

The relationships we have with our clients are extremely personal. Providing them with a high quality of service is our passion.

Jessica Anderegg, Director of Operations

 

HOW WE HELP

 
December 21, 2017

Weekly Market Update for December 18th, 2017

General market news Early Monday morning, the yield on the 10-year Treasury opened at 2.36 percent and the 30-year opened at 2.69 percent, both below where they stood on Wednesday before the Federal Reserve (Fed) raised its benchmark fed funds rate by 25 basis points. The 2-year opened […]
November 28, 2017

Which College Savings Plan is Right for You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life. But making that commitment to save […]
November 28, 2017

Weekly Market Update for November 27th, 2017

General market news Since reaching a high of 2.41 percent on November 19, the yield on the 10-year Treasury has hovered around 2.34 percent. The 30-year has moved back below 2.80 percent—a level it has reached only a few times in the past year. Meanwhile, the 2-year is […]
November 21, 2017

Weekly Market Update for November 20th, 2017

General market news The yield on the 10-year Treasury opened at 2.34 percent on Monday. This was in line with where it had spent last week, after coming down from 2.41 percent the previous week. The Federal Reserve (Fed) appears likely to raise the federal funds rate in […]

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