HELPING YOU PREPAREfor the most important events in your life

Investment Management

Growing and protecting your wealth in a responsible way.

Wealth Building

Starting as early as possible, systematically adding new money, and staying disciplined to the long-term plan.

Tax Consulting

Minimizing the amount of taxes you pay so the maximum amount of capital can stay invested.

Financial Planning

Deciding when, where, and how you should allocate the capital you have worked so hard to accumulate.

Risk Management

Making sure you aren’t taking too much or too little risk given your individual situation.

Estate Planning

Crafting a plan that will take care of the people and organizations you care about most.

Retirement Income

Developing a long-term strategy so you don’t ever have to worry about running out of money in retirement.

401k Solutions

Making sure you are utilizing the best solutions to enlarge your retirement assets.

And much more...

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.