Tetley Wealth Group

Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

related resources

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Is It Time for a Change of Plan?

Is It Time for a Change of Plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
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Making the Most of Medicare's Open Enrollment Period

Making the Most of Medicare's Open Enrollment Period

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Navigating Medicare [INFOGRAPHIC]

Navigating Medicare [INFOGRAPHIC]

Review this roadmap to help you navigate through the Medicare enrollment process.
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Why Contribute to a Roth IRA?

Why Contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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The Twists and Turns of Social Security

The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
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Always here for you

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tetley Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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