If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. For more information about Telemus or to schedule an introductory meeting, please call us toll-free or complete the form and we will contact you.
After spending years in the workforce saving for the future, you now need to spend and manage that money. This new phase of life sparks change for your finances and lifestyle, and for this reason it can feel like uncharted territory. Are you prepared?
Regardless of the time and energy you've spent planning for this period, most people find that there will still be some surprises once retirement begins. Our team is here to ask the tough questions, build a comprehensive plan of action, and help you feel more comfortable about this new phase in life.
After working many years in the automotive industry, our client was finally ready to retire, but was confused by the myriad choices being offered as part of his retirement package.
Like many people approaching retirement, our client was struggling to make “the right” choice when it came to their employer-sponsored retirement package. Compounding the issue was the fact that he had retirement plans from two automotive manufacturers.
The client and his wife were also interested in doing some traveling, and were interested in how that would affect their overall plan for retirement. Additionally, they needed someone to take a comprehensive look at several trusts and insurance policies which had been created over the years.
We analyzed the various retirement plan options available to the client from both his previous employers.
We updated their financial plan to reflect the recommended retirement plan option to demonstrate what their retirement years could potentially look like. Additionally, we modeled extra spending to reflect travel expenses.
We advised them on tax efficient ways to manage their cash flows during their retirement years to maximize after-tax spending.
We reviewed and updated all their insurance coverages to bridge some coverage gaps while aligning their life insurance with their needs.
Our primary business is what we call financial life management. Financial life management covers everything that is critical to your financial well being: financial planning, tax advisory, wealth transfer planning, philanthropic management, family education, and business advisory. Put more simply, we help you make smart decisions with your money.
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When you partner with Telemus, you gain an experienced, knowledgeable team that has spent decades managing investments for individuals, families, and institutions. Through custom portfolio and asset management services, we can help you feel more confident about your wealth trajectory.
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We help business owners work smarter not harder. A partnership with Telemus allows you to focus on the big picture of running a business, while our team focuses on the employer and employee benefit programs and cash management strategies that fuel progress.
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We work with clients to understand the financial risks that are part of everyday life: things like owning a home, owning a business, or riding a bike to work. From this initial audit, we then find cost-effective insurance policies that reduce or eliminate these threats to your wealth.
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At Telemus, we pride ourselves on our holistic approach to helping clients secure their financial future. Whether you're a retiree who travels frequently, an active executive who simply doesn't have the time, or someone with a family member who is no longer able to manage these functions on their own, our Virtual Family CFO services are a one-stop resource for managing the individual pieces of your financial puzzle.
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