Financial Advisory

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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. We work with your outside advisors and other professionals to improve effectiveness and efficiency by assuring coordinated communication and strategy execution. In addition to financial planning, tax advisory and wealth transfer planning we offer advice and guidance on a variety of other critical financial decisions.

     

    Put more simply, we help you make smart decisions with your money.

    "If you don’t know where you are going, you are certain to end up somewhere else."

    Yogi Berra

    What can we do for you?

    Our Strategic Approach

    Our first job is to understand you and where you stand today. Next, ask questions so that we understand what you value in life and where you’d like to be in five, ten, or 15 years down the road. With this information in hand, we develop long-term strategies that bridge the gap and help you put these goals within reach. And as a trusted fiduciary, you can be confident that any advice we provide is driven by you and your best interest alone — we don’t get paid commissions, and we never will.

    Once your strategy is in place, your Telemus teams work to implement this strategy. A process that never truly ends, we then work to review and refine the strategy and support your financial well-being along the way. Throughout this process, our goal is to provide you with a more holistic outlook, one that is far beyond just investment management, which we know will serve as the inspiration for a more enriched life.

    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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