This Is What We Do
There are two fundamental ways a financial professional can help you. The first is to seek higher returns, often requiring more risk. The second is to find money that you may be losing and will lose in the future. There are 5 major areas of finance that we find most people will lose more dollars in than they will accumulate in their savings and investment accounts combined. See how much we could find for you. Learn more.
Swing vs Club
Let's assume you were going to play in the Masters and could choose one of two options to help you win. The first would be the clubs of your choice. The second would be to have a swing coach refine your technique no matter the clubs you own. Which would most help you? Which would you choose?
There is a lot more to reaching your financial goals than seeking better investments (clubs). We refer to our process as the "swing vs. club" approach to building wealth. Before we ever suggest a financial product (club), we will seek to find money (swing) that you may be losing unknowingly.
Teleios Financial Partners Core Services
Financial Planning
We believe that prudent advice can only be offered within a comprehensive framework. This exposes inefficiencies where you may be losing money within 7 core areas. From there, we build a personalized strategy to accomplish your goals. Our fee-based approach allows us to provide unbiased advice with no sales pressure.
Biblically Responsible Investing
History shows the direction of investor capital has the power to change the world. We are stewards of this world and how we invest can make a big difference in the cultural and social direction we are headed. Let us show you how to be proud of what you own while enjoying the financial rewards of investing.
Insurance Services
What would happen in the event of disability, death, lawsuit, or an unexpected event? We start with a mandate for Full Replacement Protection of income and other assets. There is a lot more to this mandate than just buying some insurance which is often not efficient and may waste money.
Introductory Online Meeting
Get to know us and get your questions answered. Click the button to schedule a free 30 minute introductory meeting. We will provide a report that tells you where you are and helps to expose areas where you may be losing money.
Investment advisory services offered through Inspire Advisors, LLC, a SEC registered investment advisor. Inspire Advisors, LLC and Teleios Financial Partners LLC are independent of each other. Insurance products and services are not offered through Inspire Advisors, LLC but are offered and sold through individually licensed and appointed agents.