SERVICES

Teckmeyer Financial is a full-service Broker/Dealer, Registered Investment Adviser, and Insurance Agency. Below is a broad list of products and services that we offer.

Investment Planning

In an increasingly complex world it’s more important than ever to work with an adviser who not only understands your needs and goals, but can provide the expertise and products necessary to help you achieve those goals. Products we offer in this area include:

  • Mutual Funds
  • Stocks
  • Corporate, Government, and Tax-Free Bonds
  • Annuities

Retirement Planning

Funding a secure retirement has increasingly become the responsibility of the individual investor. This shift toward personal savings and away from Social Security and pensions makes retirement planning essential. Our advisers will help you to determine how much money you will need for retirement and will develop a plan to help you reach your goals. Products we offer in this area include:

  • Traditional and Roth IRA’s
  • 401(k)’s and Roth 401(k)’s
  • Simple and SEP IRA’s

Life Insurance Planning

Life insurance is an essential part of most people’s financial planning. It is most commonly used for income replacement, but can also be used to pay off debts, to fund a business buy-sell agreement, or for estate planning purposes. Our advisers can help you determine your need and work with you to protect your family in case the unexpected happens. Products we offer in this area include:

  • 10, 20, and 30 year Term Insurance
  • Whole Life
  • Universal and Variable Universal Life
  • Disability Insurance
  • Long-Term Care Insurance

College Planning

Paying for college is harder than ever. Thankfully, there are tools available to help you accumulate the assets you need. Our advisers can help you estimate the costs associated with any college in the country and then put together a plan to help you reach your savings goal and ensure that your children have every opportunity to reach their full potential. Products we offer in this area include:

  • 529 College Plans
  • Uniform Gift to Minors Act Accounts