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

 
June 24, 2019

Weekly Market Update for June 24th, 2019

General market news Rates dropped after the Federal Open Market Committee (FOMC) meeting last week. The 10-year Treasury yield dropped from 2.11 percent at the start of the week to below 2 percent after the meeting. On Monday, it opened at 2.02 percent. The 2-year and 30-year yields […]
June 20, 2019

Buy-Sell Agreements: What Every Business Owner Should Know

As a business owner, you focus your time and energy on the growth and daily operation of your business. Consequently, it can be challenging to find the time to think about its long-term future. But having a plan in place to ensure the continuity of your business should […]
June 17, 2019

Weekly Market Update for June 17th, 2019

General market news Last week, the 10-year Treasury yield dropped as low as 2.05 percent, and it opened at 2.10 percent on Monday morning. Most of the curve remains inverted, with the 3-year, 2-year, and 5-year yields coming in at 1.81 percent, 1.87 percent, and 1.86 percent, respectively. […]
June 10, 2019

Weekly Market Update for June 10th, 2019

General market news After experiencing steep declines recently, Treasury yields remained in a tight range last week. While yields did reach cycle lows—2.05 percent for the 10-year and 1.73 percent for the 2-year—both rates were up slightly higher on Monday at 2.13 percent and 1.86 percent, respectively. The […]

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