Our goal is to empower you to use your wealth, time, influence, and expertise to live a great and meaningful life.
Solutions for New Investors
You’re finally on your own. What do you need to be concerned with? If you’re single it’s pretty simple… just you. As you start off on your life’s journey, your Telemus advisory team will help you make smart financial and investment decisions so you have a strong financial foundation to start from.
When you get married things are different and after you have kids your needs are likely to change even further. Regardless of how your life changes, we’ll be here to give you advice along the way and adjust our strategic plan as needed.
One Client’s Story
The son of a client, now in his late 30’s and working in the real estate business, was feeling unsettled. He had a young family and was starting to accumulate some savings, but he felt like he could be doing more to secure his financial future.
Was his estate plan good enough? Did he have enough insurance? What other things should he be doing but didn’t know to do?
He was using a robo-advisor, and was generally happy with the investment results, but he was looking for more than just investment advice. He also realized that while he had done well in the past several years, he was at the mercy of the markets when it came to his portfolio’s return. After several meetings and conversations, we also discovered that private schooling for their children was a high priority for him and his wife, but they were unsure if they could afford it.
Sound like you?
After gaining a complete understanding of their current situation we did the following:
We reviewed his current estate plan prior to meeting with his estate planning attorney and gave him recommendations regarding changes to it to better meet his long term goals.
We reviewed his current insurance coverages and made recommendations regarding additional coverage to better support his estate plan and minimize risk.
We reviewed his current investments and recommended changes that better aligned his portfolio with their long term goals.
We analyzed the cost of private school and college for their children and presented savings options in conjunction with what they had done already.
We reviewed the legal structures he was using to hold his investments and made some recommendations regarding them.
Solutions built for new investors
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.
Asset & Liability Management
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.
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.
Insurance & Risk Protection
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.
Virtual Family CFO Service
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.