Investment Management

Investment Management

Successfully managing your wealth means creating custom tailored strategies for each one of our clients. It also means we play several roles during the process. Some of these include:

  • Adhering to a relatively straightforward and repeatable investment process
  • Helping you maintain the proper balance between growth, income and protection components
  • Facilitating the selection of best-in-class investment vehicles that are "most likely to succeed" in both the stock and bond categories
  • Discouraging speculative operations not suited for your financial position or temperament

When you meet with us, we’ll take as much time as necessary to carefully explain every aspect of our investment strategy, answer questions, and listen to any concerns you may have.

Investment Management

Successfully managing your wealth means creating custom tailored strategies for each one of our clients. It also means we play several roles during the process. Some of these include:

  • Adhering to a relatively straightforward and repeatable investment process
  • Helping you maintain the proper balance between growth, income and protection components
  • Facilitating the selection of best-in-class investment vehicles that are "most likely to succeed" in both the stock and bond categories
  • Discouraging speculative operations not suited for your financial position or temperament

When you meet with us, we’ll take as much time as necessary to carefully explain every aspect of our investment strategy, answer questions, and listen to any concerns you may have.

Financial Planning

Financial Planning

One of the reasons our clients work with us is because they value the freedom of effort, annoyance, and the need for making life-impacting financial decisions – all on their own. It requires careful analysis, strategizing and experience, and when done in collaboration with our clients, produces the best results.

The reality we all must face when planning for the future is that people are living longer, which increases the difficulty of meeting all their financial aspirations. Adding years of life logically adds years of more expense – and adding expense requires a bigger nest egg. In the end, a bigger nest egg requires a really good financial plan.

At Tetley Investments, we understand there are things you dream of achieving and priceless life events with your family that you don’t want to miss. We provide our clients with the best financial advice and investment strategies so that you can spend time on the events in your life that matter most.

Financial Planning

One of the reasons our clients work with us is because they value the freedom of effort, annoyance, and the need for making life-impacting financial decisions – all on their own. It requires careful analysis, strategizing and experience, and when done in collaboration with our clients, produces the best results.

The reality we all must face when planning for the future is that people are living longer, which increases the difficulty of meeting all their financial aspirations. Adding years of life logically adds years of more expense – and adding expense requires a bigger nest egg. In the end, a bigger nest egg requires a really good financial plan.

At Tetley Investments, we understand there are things you dream of achieving and priceless life events with your family that you don’t want to miss. We provide our clients with the best financial advice and investment strategies so that you can spend time on the events in your life that matter most.

Wealth Building

Wealth Building

We start off every client relationship by properly establishing an environment of mutual trust, which is a critical element to a successful advisor-client relationship. We understand the frequent worry you’ve had to endure prior to meeting us, and we want to make sure you don’t ever feel that way again. It’s the main reason you’re hiring us, after all. Not only for sound investment advice, but above all else, peace of mind.

When you work with us, we’ll collaborate to determine the proper risk level you’re comfortable with and help you find the best way to get where you want to go.

Wealth Building

We start off every client relationship by properly establishing an environment of mutual trust, which is a critical element to a successful advisor-client relationship. We understand the frequent worry you’ve had to endure prior to meeting us, and we want to make sure you don’t ever feel that way again. It’s the main reason you’re hiring us, after all. Not only for sound investment advice, but above all else, peace of mind.

When you work with us, we’ll collaborate to determine the proper risk level you’re comfortable with and help you find the best way to get where you want to go.

Retirement Income Planning

Retirement Income Planning

The days when you can count on your employer or the government to underwrite your retirement have long passed. And even though we can’t solve all the world’s problems on our own, we can take responsibility for our own retirement, planning for our golden years as well as the financial well-being of our family and the education of children and grandchildren.

The first step in this brave new world is to simply acknowledge this responsibility. The second step is to hire someone so you don’t need to try to do it all on your own. Someone who has the experience, track record, and foresight to help you achieve financial independence. Finding and hiring the right financial advisor, like Tetley Investments, that other people have trusted for decades is a great next step.

Retirement Income Planning

The days when you can count on your employer or the government to underwrite your retirement have long passed. And even though we can’t solve all the world’s problems on our own, we can take responsibility for our own retirement, planning for our golden years as well as the financial well-being of our family and the education of children and grandchildren.

The first step in this brave new world is to simply acknowledge this responsibility. The second step is to hire someone so you don’t need to try to do it all on your own. Someone who has the experience, track record, and foresight to help you achieve financial independence. Finding and hiring the right financial advisor, like Tetley Investments, that other people have trusted for decades is a great next step.

Risk Management

Risk Management

A critical part of your financial plan is managing risk. When it comes to investments and financial planning, no element is more important.

Using our extensive experience, research and training, we endeavor to protect our clients against devastating mistakes to ensure they can reach all their investment goals – as they are entitled to do so. Although we fully expect to experience economic challenges from time to time, we’ll never stop monitoring your exposure in order to prevent worst case scenarios from becoming a reality. We listen to each and every client to intimately understand their tolerance for risk and to make sure every investment continues to work in their portfolio.

Risk Management

A critical part of your financial plan is managing risk. When it comes to investments and financial planning, no element is more important.

Using our extensive experience, research and training, we endeavor to protect our clients against devastating mistakes to ensure they can reach all their investment goals – as they are entitled to do so. Although we fully expect to experience economic challenges from time to time, we’ll never stop monitoring your exposure in order to prevent worst case scenarios from becoming a reality. We listen to each and every client to intimately understand their tolerance for risk and to make sure every investment continues to work in their portfolio.

Employee Benefits Program

Employee Benefits Program

One of the complimentary services we offer is helping you decide how to best contribute and allocate your employee retirement accounts.

An unfortunate and common mistake many people make is neglecting to take advantage of employer-sponsored retirement accounts. By not investing in tax-sheltered retirement accounts, it can cost you hundreds, even thousands of dollars every year in lost tax savings. Although it may not seem very large in the beginning, not taking advantage of these plans can add up to tens of thousands of dollars in lost savings over the long run.

Every taxpayer should work to maximize contributions to their employer-sponsored retirements plans as well as IRAs, either Traditional or Roth, if eligible. Furthermore, contributing to an employer plan does not prevent you from also contributing to an IRA, although it may sometimes limit (or even eliminate) any tax deductions you can procure.

As you know, retirement and tax planning can be very complex, so we’re here to walk you through every step of the process.

Employee Benefits Program

One of the complimentary services we offer is helping you decide how to best contribute and allocate your employee retirement accounts.

An unfortunate and common mistake many people make is neglecting to take advantage of employer-sponsored retirement accounts. By not investing in tax-sheltered retirement accounts, it can cost you hundreds, even thousands of dollars every year in lost tax savings. Although it may not seem very large in the beginning, not taking advantage of these plans can add up to tens of thousands of dollars in lost savings over the long run.

Every taxpayer should work to maximize contributions to their employer-sponsored retirements plans as well as IRAs, either Traditional or Roth, if eligible. Furthermore, contributing to an employer plan does not prevent you from also contributing to an IRA, although it may sometimes limit (or even eliminate) any tax deductions you can procure.

As you know, retirement and tax planning can be very complex, so we’re here to walk you through every step of the process.

College Funding

College Funding

There are very few moments in life where, as a parent or grandparent, you feel as beholden as when you can help your child or grandchild secure a top-notch education.

In fact, your child’s college tuition will likely be one of the largest expenses you’ll ever endure. If you have more than one child, this financial commitment can be staggering. It’s a financial challenge that's becoming more and more difficult. But it’s important to know that even though college expenses may seem overwhelming at the moment, with proper planning and savings, paying educational expenses can be within your reach.

With the right financial advisory firm, like Tetley Investments, paying educational costs can be something that you don’t need to face on your own. Proudly watching the graduation ceremony is something no parent or grandparent should ever miss. We’re here to help you and your family carefully plan for this joyful occasion.

College Funding

There are very few moments in life where, as a parent or grandparent, you feel as beholden as when you can help your child or grandchild secure a top-notch education.

In fact, your child’s college tuition will likely be one of the largest expenses you’ll ever endure. If you have more than one child, this financial commitment can be staggering. It’s a financial challenge that's becoming more and more difficult. But it’s important to know that even though college expenses may seem overwhelming at the moment, with proper planning and savings, paying educational expenses can be within your reach.

With the right financial advisory firm, like Tetley Investments, paying educational costs can be something that you don’t need to face on your own. Proudly watching the graduation ceremony is something no parent or grandparent should ever miss. We’re here to help you and your family carefully plan for this joyful occasion.

Tax Planning Guidance

Tax Planning Guidance

Helping our clients submit accurate State and Federal tax returns while maximizing all available benefits and deductions is something we’ve helped them with for decades.

As with any aspect of tax planning, it is an individual process – and there’s never a one-size-fits-all approach. One approach that is great for most may be terrible for your own situation. You should also remember that tax planning is not done in a one-year vacuum. The decision to accelerate or defer income or deductions should be something that is done with an eye towards the tax impact over both this and future years.

It’s a complex process that involves a lot of experience to master. We’ll help you get the most out of your financial plan and personalize the right tax guidance for your unique situation.

Tax Planning Guidance

Helping our clients submit accurate State and Federal tax returns while maximizing all available benefits and deductions is something we’ve helped them with for decades.

As with any aspect of tax planning, it is an individual process – and there’s never a one-size-fits-all approach. One approach that is great for most may be terrible for your own situation. You should also remember that tax planning is not done in a one-year vacuum. The decision to accelerate or defer income or deductions should be something that is done with an eye towards the tax impact over both this and future years.

It’s a complex process that involves a lot of experience to master. We’ll help you get the most out of your financial plan and personalize the right tax guidance for your unique situation.

Estate Planning Counseling

Estate Planning Counseling

A common misconception about estate planning is that it’s all about trying to save money on taxes. In reality, that’s only one small part of the equation. A good strategy means putting an estate plan in place, way in advance, to help the people or causes in your life that you care about most.

As you know, it’s human nature to simply let things happen. Everyone is busy with their families, careers and a million other things in their lives. Most people would rather not spend their time thinking about morbid thoughts such as their own death or incapacity. But the last-minute approach of “letting things happen” opens up the possibility for many problems, many of them avoidable.

Here at Tetley Investments, we’ll help you navigate the complex waters of estate planning to make sure your estate is not only well prepared but strategized so that your legacy will be fulfilled exactly the way you want it.

Estate Planning Counseling

A common misconception about estate planning is that it’s all about trying to save money on taxes. In reality, that’s only one small part of the equation. A good strategy means putting an estate plan in place, way in advance, to help the people or causes in your life that you care about most.

As you know, it’s human nature to simply let things happen. Everyone is busy with their families, careers and a million other things in their lives. Most people would rather not spend their time thinking about morbid thoughts such as their own death or incapacity. But the last-minute approach of “letting things happen” opens up the possibility for many problems, many of them avoidable.

Here at Tetley Investments, we’ll help you navigate the complex waters of estate planning to make sure your estate is not only well prepared but strategized so that your legacy will be fulfilled exactly the way you want it.

Legacy & Charitable Giving

Legacy & Charitable Giving

When it comes to financial planning, we have found there are 5 primary reasons why people are saving money.

  • To have a very long and worry-free retirement with no concern about running out of money
  • The desire to intervene meaningfully in the financial lives of their children
  • The desire to fund in whole, or in part, the education of their grandchildren
  • The ability to provide care for their parents in their later years
  • The ability, if possible, to make a donation to a much-loved church, school, charitable organization, or cause.

We’re here to listen and learn about what’s important to you, so we can help you think of new and creative ways to reach your goals. We’d love to talk with you to learn more about how we can help you maximize your legacy.

At Tetley Investments, we’re here to help you achieve all of the financial goals that are important to you and your family.

Legacy & Charitable Giving

When it comes to financial planning, we have found there are 5 primary reasons why people are saving money.

  • To have a very long and worry-free retirement with no concern about running out of money
  • The desire to intervene meaningfully in the financial lives of their children
  • The desire to fund in whole, or in part, the education of their grandchildren
  • The ability to provide care for their parents in their later years
  • The ability, if possible, to make a donation to a much-loved church, school, charitable organization, or cause.

We’re here to listen and learn about what’s important to you, so we can help you think of new and creative ways to reach your goals. We’d love to talk with you to learn more about how we can help you maximize your legacy.

At Tetley Investments, we’re here to help you achieve all of the financial goals that are important to you and your family.

Ready to learn more?

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