Comprehensive Financial Counseling

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    We act as your family financial advisor providing objective strategic advice and tactical guidance on important financial matters helping you prioritize goals and determining which strategies best compliment your personal financial objectives.


    This is a comprehensive consulting and implementation service. We are here to serve as your family CFO and concierge; a one-stop-shop for idea generation, analysis, decision making and implementation. We coordinate all of your financial matters into one holistic plan and facilitate its execution. Our job is to be proactive, not reactive.

    “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”

    Theodore Roosevelt

    What can we do for you?

    Our Strategic Approach

    We provide a trusted financial quarterback to identify financial challenges, develop coordinated solutions, and implement your decisions. Your financial quarterback is supported by a team with a wide range of backgrounds and expertise, providing you a truly holistic perspective. 

    Additional reading for You

    Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.

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    Ready to learn more?

    The next step is to have a conversation with our team. This is our chance to learn more about you, and your chance to learn a bit more about us.

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