Who We Serve
We serve families, individuals, executives, and business owners throughout the many financial stages of life. To provide the best possible service to our clients, we have guidelines of who we work with however these are not based on net worth. We are committed to serving our community whether you are starting out in life, in the middle, or have $10 Million in assets.
To Work with Teleios, You Must Be…
Some are clear, others are defined* below
- Happily Married or Single and Serious*
- Serious* About Your Money
- Friendly…Yes Friendly
Serious About Your Money
This means that you know a day will come when you will no longer be able to work and produce the income needed to support your family and/or lifestyle. This day might be tomorrow due to a disability or in “X” number of years when you retire. Being serious to us means that you are ready and willing to take action on the choices necessary to protect you and your family’s financial well-being.
Please allow us to define what we mean by responsible. Some people we meet are truly irresponsible with money and we cannot help them as that is a personal choice. The fact you are taking the time to read this proves you are taking responsibility for your finances and we are really good at helping people just like you. Far too many Americans have simply made a few poor choices that have caused them to fall in to a financial pit and they know it. Knowing it and looking for a solution more than qualifies you for being responsible in our book. We want to talk to you if you are serious so please do not disqualify yourself without a brief conversation.