Comprehensive Financial Planning
Most people do not plan to fail. They fail to plan. The key to any successful financial plan has less to do with how much money you have, and more to do with how you plan to use it. Through our comprehensive planning process we focus on the journey as much as the destination; we help clients identify their goals and create priorities; we ask our clients to think about their financial lives through a different lens and provide a unique prospective that helps them define success and achieve it on their terms. 


Investment Management 
The biggest enemy to investment success is emotion. A sound, disciplined and diversified approach is the only method to achieve the results you need. As investment professionals, we use independent research from leading investment and economic professionals to create and manage customized portfolios that match your personal risk tolerance and goals. After all, you work hard for your money. It is important for your money to work hard for you too.

Project Management
Not every client wants, or needs, a comprehensive plan and in those cases we want to ensure that solution-seeking professionals have a resource for measuring their success. From budget analysis to debt reduction, education funding, insurance planning and retirement strategy, we work with busy people who just want to put their toes in the financial planning waters, or need us to answer the all-important question, "how am I doing?" Wherever you are, we will meet you there.


Workplace Retirement Plans
To create a thriving workplace, the modern employer must offer benefits that help its' workforce achieve their personal goals. This starts by offering a retirement plan that is competitively priced and rich in features that match the character of the employer and its employees. As independent advisors, Teplitz Financial Group is uniquely positioned to ensure that your company provides the most appropriate platform, with the right features, and the highest level of customer service. We represent your company, not a specific platform, making us the best possible advocate for your needs. In today's highly regulated world, it is critical that you partner with an advisor who can help ensure that you meet the fiduciary responsibilities that every employer has to its employees. 


Financial Education
A sophisticated financial consumer is our best client.  Our goal is to equip clients with the tools they need to achieve financial freedom. We achieve this through a variety of touch points that provide our clients with the knowledge they need to navigate today's complex financial landscape.