We Are Different Than Most Firms

There are two fundamental ways a financial professional can help you. The first is to seek higher returns, often requiring more risk. The second is to find money that you may be losing and will lose in the future. We find most people will unnecessarily lose more dollars than they will accumulate over their lifetime.

If What You Thought To Be True About Building Wealth,
Turned Out Not To Be True, When Would You Want to Know?

This is what we do:

Let's assume you were going to play in the Masters and could choose one of two options to help you win. The first would be the clubs of your choice. The second would be to have a swing coach refine your technique no matter the clubs you own. Which would most help you? Which would you choose?

There is a lot more to reaching your financial goals than seeking better investments (clubs). We refer to our process as the "swing vs. club" approach to building wealth. Before we ever suggest a financial product (club), we will seek to find money (swing) that you may be losing unknowingly.

Teleios Financial Partners Core Services

Financial Planning

We believe that prudent advice can only be offered within a comprehensive framework. This exposes inefficiencies where you may be losing money within 7 core areas. From there, we build a personalized strategy to accomplish your goals. Our fee-based approach allows us to provide unbiased advice with no sales pressure.

Biblically Responsible Investing

History shows the direction of investor capital has the power to change the world. We are stewards of this world and how we invest can make a big difference in the cultural and social direction we are headed. Let us show you how to be proud of what you own while enjoying the financial rewards of investing.

Insurance Services

What would happen in the event of disability, death, lawsuit, or an unexpected event? We start with a mandate for Full Replacement Protection of income and other assets. There is a lot more to this mandate than just buying some insurance which is often not efficient and may waste money.

Introductory Online Meeting

Get to know us and get your questions answered. Click the button to schedule a free 30 minute introductory meeting. We will provide a report that tells you where you are and helps to expose areas where you may be losing money.

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