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Services Offered by Tellus Financial


Tellus Financial offers solutions to help you live and enjoy today while saving and planning for tomorrow.

 

 

Balanced Budget and Emergency Fund

A sound financial plan must begin with the basics with healthy budget habits, understanding where you are today and protection against life’s curve balls. You will be asked to complete a budget worksheet annually to identify funds available to pursue your goals.

Insurance

You’ve worked hard to save for the future, insurance protects those savings in case of the unexpected. We will discuss Life Insurance, Disability Insurance and Long Term Care Insurance needs.

Education Funding

Saving for a child’s future can be one of the most rewarding goals as a parent or grandparent. We offer 529s and Coverdells.

 

 

Retirement Planning

As pensions are becoming a thing of the past, we must be self-reliant for our retirement savings. There are many different ways to save for retirement and I will help you decide which is most appropriate for your situation: IRAs – Roth and Traditional Small Business Retirement Plans – SIMPLE IRAs, SEP IRAs and Owner Ks Large Business Retirement Plans – 401ks and 403bs