The Telemus Way

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    Financial Life Management embodies how your entire life works with your current and future financial resources. We examine all financial touch points in your life in order to more successfully design a solution to help you reach your personalized goals. What we have learned throughout our rich history in the industry is that by integrating all areas of your financial life at the very beginning of our engagement, we are better able to help you plan for and reach your goals throughout your entire life, not just one portion of your life. 


    The centerpiece of our approach – our Telemus Way – is the ability to offer the most appropriate advice and/or solution, no matter the source.  Using a disciplined, planning-based engagement process we customize solutions and organize them around your personal goals and objectives, risk profile, and, importantly, value system. Once we have a plan in place we work with you on your terms and are available to talk or meet when you need us to be and we can customize our reporting to give you the information you want, when you want it and how you want it. We communicate and collaborate with your other key advisors to ensure that activities such as trusts and estate plans, investments and insurance are coordinated to support the interests of both current clients and future generations. 


    We believe that working with you to mutually gain a deeper understanding of your entire financial life allows us to not only help you protect your wealth, but also to enrich you and your family’s lives. 


    As your financial life evolves and you experience major life events and milestones, the partnership, ideas and opportunities that Telemus continually provides gives you the confidence to make the best decisions on how to manage your financial life and enrich your entire life.

    “It’s not about me. It is about you!”


    Code of Honor

    It’s not about me. It is about you!

    Everything we do focuses on the enrichment of our clients

    We all sit at a roundtable

    With diversity of thought and collaboration, stronger solutions emerge

    We proudly wear the Telemus “coat of arms”

    We protect and enhance our reputation with each interaction

    Our do:say ratio is greater than 1

    We aim to deliver every time

    We work smart and hard

    Our intensity and progressive thinking drive us to improve and succeed

    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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