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Teague & Associates

Teague & Associates

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Creating a Financial Plan Through

 Trust, Integrity & Commitment

Home

 

a personalized

Approach

 

a personalized

Method

 

a personalized

Answer

Our Services

See how we may serve you today

Retirement Planning

Teague & Associates has a comprehensive approach to help you plan for retirement. While some portfolio management focuses on hypothetical rates of return, Teague & Associates will focus on a target “yield” and “income production” from your investments. Our financial advice focuses on retirement income planning, seeking to ensure that your spending needs will be met over multiple decades, even with future inflation.

Portfolio Management

At Teague & Associates, we utilize some of the top research data services to guide the investment decisions that are implemented in our client portfolios. Our combination of economic and market research allows us to make well-informed decisions about where our client portfolios can be most strategically allocated. Our four-step consultative process begins with discovering your goals and objectives.

Full Service 401 K Support

As the sponsor of a 401k plan, the Employee Retirement Income Security Act (ERISA) requires you to meet a number of legal requirements and obligations. At Teague & Associates, we serve as an investment co-fiduciary manager to all types and sizes of 401k plans. We can provide a number of investment fiduciary services from limited advice and assistance as an ERISA 3(21) fiduciary, to full discretionary management as an ERISA 3(38) fiduciary, which alleviates plan sponsor duties and liabilities for this function.

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Brandan Teague

An established wealth and retirement planning specialist since 2010, Brandan Teague has accumulated a wide range of experience in personal and...

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Erica Sutek

Operations Manager

Erica Sutek joins Teague & Associates with 20 plus years of insurance industry and administrative management experience.  Her career...

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Mayda Gonzales

Client Service Specialist

Mayda Gonzalez joins Teague & Associates with six years of experience at T. Rowe Price. She started her career in 2013 at T. Rowe Price...

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Contact info

  •   13059 West Linebaugh Ave, Suite 102, Tampa, Florida 33626
  •   813-343-3859
  •   Info@teagueadvisors.com

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Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Teague & Associates and PSI Advisors, LLC are separate entities from LPL Financial. 

Securities transactions are available only to residents of:  CA, CO, DC, FL, GA, MA, MD, MN, NC, NV, OH, TX, VA

We are licensed to sell insurance products to residents of the following states:  AZ, FL, IN, NC, TN, UT, and VA 

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