Brian Tegtmeyer
Truly Prosper Financial Planning
columbus, OH
- CFP®
Contact Brian
Schedule Free ConsultationBrian can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
Brian specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- College Professor
- Government Employee
- Other
- Early Retirement
- Financial Independence
- New Retirees
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Life Event Planning
- Windfall Planning
- Roth Conversion Planning
- Financial Life Planning
Pricing
Flat fee of $15,000 per year, paid quarterly
(includes up to $5 million of investments; higher fee may apply for larger portfolios)
True Wealth Planning
Financial Planning + Investment Managment
The True Wealth financial planning process begins with creating a financial life plan. The plan will serve as the foundation for future decision-making. After the initial planning process, we will typically meet twice a year to review your financial plan and update as needed.
Our flat fee financial planning and investment management service includes:
- Investment management
- Portfolio distribution strategies
- Roth conversion planning
- Retirement planning
- Investment allocation and diversification
- Establishing a retirement spending plan
- Insurance planning
- Tax planning
- Planning for health care costs
- Deciding when to begin Social Security benefits
- Selecting a pension option
- Major purchase planning
- Legacy planning
- Relocation decisions
- Estate planning
- Other questions as they arise
Use our calendar to schedule a free 30 minute call. https://calendly.com/trulyprosper/30min
About
Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10 years of retirement, without compromising the rest.
The first years of retirement are often your healthiest and most active, but they’re also when the biggest financial decisions happen: Social Security timing, Medicare enrollment, withdrawal strategies, Roth conversions, and more. The choices you make now will shape the rest of your retirement.
With over 15 years of experience as a financial advisor, I’ve dedicated my career to helping new retirees make confident, tax-smart decisions during this pivotal window.
Here’s what working together looks like:
- Reduce lifetime taxes with proactive Roth conversions and withdrawal planning.
- Create an income you can’t outlive.
- Navigate Social Security and Medicare with clarity and confidence.
- Keep your plan updated as life and tax laws change.
I intentionally serve a limited number of families so every client receives high-touch, personal guidance directly from me. My flat annual fee means no commissions, no hidden costs, and no percentage-of-assets charges. You’ll always know exactly what you’re paying and exactly what you’re getting.
I’ve seen too many retirees look back with regret, wishing they had enjoyed their healthiest years more fully. My mission is to make sure that doesn’t happen to you.
When I’m not helping clients plan their retirement, I’m likely with my wife and our three kids, cheering at gymnastics, biking, playing pickleball, or schooling my kids in a game of four square.
Want to learn more about our flat fee retirement planning services?
Use our calendar to schedule a free 30 minute call. https://calendly.com/trulyprosper/30min