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Teague & Associates

Teague & Associates

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  1. Home
  2. Wealth Management
  3. Retirement Planning

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.

Teague & Associates calls this system “Filling the Gap” analysis as it pertains to fulfilling your spending needs that are not covered by Social Security and pensions. This analysis helps determine how much of your retirement portfolio should be invested towards generating monthly income.

If your spending needs are met through current income, pensions or Social Security, our retirement planning will focus on reinvesting portfolio income and developing a growth-oriented strategy for capital appreciation. At Teague & Associates, our goal is to provide financial advice you can trust. 

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

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. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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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