Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
Founder and Financial Planner
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
Founder and Financial Planner
A successful and fulfilling retirement requires planning and preparation in all areas of life. That's why we use a life-centered approach to retirement planning. - Brian Tegtmeyer, CFP®
Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.
Truly Prosper Financial Planning LLC offers retirement planning + investment management + tax planning for a flat annual fee.
Brian Tegtmeyer is an Ohio fee-only financial planner with over a decade of financial planning experience. He has a passion for helping people make a smart transition to retirement. As a fee-only financial planner, Brian provides comprehensive and objective financial life planning to help clients over 50 organize, grow and protect their assets as they transition to retirement. As a fee-only, fiduciary, and independent financial advisor, Brian Tegtmeyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I’m Brian Tegtmeyer, a CFP® professional in Columbus, OH. I started Truly Prosper Financial Planning LLC with a mission to help people make more intentional choices about their retirement.
Why? Because in my 10+ years of working as a financial planner, I realized that most people think of "retirement planning" only in terms of the financial factors that will provide economic security. However, a successful and fulfilling retirement experience requires planning and preparation in all areas of life. Money can act as a tool for achieving goals in the areas of life, but financial security alone cannot bring about happiness, good health, meaningful relationships, meaningful activities, life satisfaction, or a sense of purpose.
That's why I use a financial life planning approach to retirement planning, which will help you:
- Identify and clarify your true values and priorities.
- Guide you in creating a vision for your ideal retirement.
- Build a True Wealth retirement plan that supports your vision.
The following qualifications and memberships help me provide excellent retirement planning services.
Qualifications and Memberships:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- 10+ years of financial planning experience
- Member of the following organizations:
- National Association of Personal Financial Advisors (NAPFA)
- XY Planning Network
- Financial Planning Association
- Kingdom Advisors
- Money Quotient
- The Advisor Growth Community (AGC™)
In addition to these organizations, I also participate in several Mastermind Study groups with other financial planners passionate about lifelong learning, growth, and accountability. These organizations and groups challenge me to keep growing and help me deliver excellent retirement planning advice.
When I’m not building retirement plans, I enjoy spending time with my wife and 3 kids, reading a good book, or going on adventure walks. I’m also an active member of my local church and serve as a trustee.
Let’s discuss how I can help you plan your retirement.
Brian Tegtmeyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Truly Prosper Financial Planning LLC specializes in retirement planning for Individuals over 50.
What makes Truly Prosper Financial Planning Unique?
- Life Centered Planning - we use a True Wealth planning process that focuses on your life and not just your money.
- Retirement Focused - many firms try to be all things to all people. We specifically work with individuals nearing retirement or recently retired.
- Flat Fee - we charge a flat annual fee for financial planning + investment management + tax planning.
- Tax Planning - we look for opportunities to reduce your taxes in retirement.
- Social Security Expert - we will help you decide the best time to start social security benefits based on your unique situation.
- Virtual Services - we are based in Columbus, OH but can work with clients virtually throughout the US.
Schedule a Get-to-know-you Call Today.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Flat Annual Fee
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Brian Tegtmeyer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Brian Tegtmeyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Brian Tegtmeyer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Brian Tegtmeyer is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Brian Tegtmeyer is a Member of Kingdom AdvisorsKingdom Advisors provides advocacy, training, and community for Christian financial professionals who want to integrate their faith with their practice.
-
Brian Tegtmeyer is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
-
Brian Tegtmeyer is Quoted in the Wall Street Journal: "Should You Retire Early to Get a Larger Lump Sum on Your Pension?"
-
Brian Tegtmeyer is Quoted in MarketWatch: "I have $950,000 invested with a large financial firm, but they are charging me $1,100 a month in management fees. Is this reasonable?"
-
Brian Tegtmeyer is a Member of The Advisor Growth Community
Contact Brian Tegtmeyer
Office Locations:
-
6605 Longshore Street
Suite 240
Dublin, OH 43017 -
4031 Colonel Glenn Highway
Suite 450
Dayton, OH 45431
