Financial Services in Wasilla, AK

Alone  - need assistance

 

 

Tegeler Advisory Services, LLC (TAS) can best assist those who have reached a place where their investable assets exceed $250,000. The assets may have originated from any of following sources:

  • Retirement accumulation
  • Sale of a business, real estate or major asset and wish to minimize income taxes
  • Inheritance
  • Divorce

Retirement Services - Have you reached the place in your financial path where retirement is being considered? Do you wonder if you have accumulated enough reserves to carry you through the Golden years? Other questions you may encounter include income and capital gains tax, gifting, long-term care and working while after retirement.

Asset Sale Proceeds - Are you considering the disposal of major asset? What are your options? Should you defer taxes by a like-kind property exchange or convert the asset to cash? What are your investment options?

Inheritance / Death / Divorce - Have your suffered a bump in your financial road? Perhaps you are faced with an untimely death of a loved one, divorce or other unexpected event and are bewildered by all the decisions forced upon you. 

TAS can lead you with confidence through your difficult financial decisions. While developing a customized financial program, we will walk you through a step-by-step objective process that evaluates your individual concerns, desires and dreams. The process involves a strategic analysis that provides for implementation based on investment leadership.