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4833 Eck Ln, Austin, TX 78734

(310) 493-6777
john.tegtmeier@osaicwealth.com
MyBlocks

Live A Great Story

True Wealth is living the life that fulfills you, planning a Lifetime that excites you, and creating the Legacy that you are passionate about.

LIFE

How do we balance our day-to-day expenses and the need to start planning for the lifetime needs that will arise later in life.

LIFETIME

What do you want your life story to look like?

LEGACY

How do you want to leave a lasting impact on the world around you?

Finding Balance

“Every day I get to help clients balance the needs of life today with the need to plan for the story they want to create for their lifetime and their ultimate desire to leave a legacy they are passionate about.” -John Tegtmeier

A PASSION FOR HELPING CLIENTS UNDERSTAND THEIR RELATIONSHIP WITH MONEY

A PASSION FOR HELPING CLIENTS UNDERSTAND THEIR RELATIONSHIP WITH MONEY

I have seen first hand the impact a person's emotions about money have on various aspects of their life. From emotional stress to relationship stress and even a person's health are all affected by the stress they feel about their financial well-being. My goal is to help clients understand what is driving (and sometimes dividing them in their financial decision making.

AS C.F.P.® PROFESSIONALS WE PUT OUR CLINT'S INTERESTS AHEAD OF OUR OWN.

We have the knowledge and the experience to help clients understand how the different parts of their financial life all come together to create the Life, the Lifetime, and the Legacy you want to write as your "Lifetime Story".

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.
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OUR TEAM

We act as our client's financial coach. We use a wide range of skill sets to help our clients develop a game plan, and then execute those strategies on the field.

John Tegtmeier

John Tegtmeier, MBA, CFP®

Financial Planner

Deanne Tegtmeier

Deanne Tegtmeier, CFP®

Financial Planner

Jason Tegtmeier

Jason Tegtmeier

Office Administrator

Nonny Tegtmeier

Nonny Tegtmeier

Office Mascot

LET'S GET CONNECTED

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