Brian Tegtmeyer (CFP®, CKA®)
Brian Tegtmeyer focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Retirees and those nearing retirement. Financial life planning. Retirement transition planning. Health insurance options before Medicare. Social Security claiming strategies. Analyzing lump sum pension options. Tax planning. Roth conversion planning.Additional Information
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.
In 2020, Truly Prosper was founded on the beliefs that: (1) Financial Life Planning can help people live the best life possible with the money they have; (2) Retirement planning should be available to all people, not just the wealthy; (3) Pricing should be based on the services received and not the size of your investment portfolio; and (4) retirees are better served by an advisor specializing in retirement planning. When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.NAPFA Start Date
August 18, 2021
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