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Wealth is not a number. It is a legacy for the future. Take your financial planning initiative in your own hands and Build Your Legacy with Tesla Wealth Management.
At Tesla Wealth, we teach the Balanced Approach—the financial strategies to build wealth and retirement both under the wing of life insurance companies and the stock market. By using the power of investment-grade life insurance, our goal is not only to engineer the perfect path towards your financial freedom but to give you tools and support in building your legacy for generations to come
Watch our 3-minute explainer video to find out more about how we can help you.
Laser Focused Areas of Expertise
Holistic Planning
Holistic financial planning is the process of pursuing your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy.
Risk Management
We believe that every investor deserves excellent returns on investment (ROI), but we also know investors need to determine how much risk they need to take to reach desired goals. One of our priorities during the planning process is to weigh how comfortable our clients are with taking a risk in the first place.
Tax Strategies
Our team at Tesla is on the mission to educate people that there are additional ways beyond tax-deferred accounts to save for retirement that take less risk and result in tax-free streams of income for the rest of their lives. Learn more about how to use Cash Value Life Insurance in your Retirement Planning.
Our Values & Goals
01 Primary Focus
To help our clients take control over their financial future, generate more wealth, protect their money, and pay less tax. By combining Actuarial science and Risk-based investing, we are designing strategies tailored to our clients' specific needs.
02 Our Mission
After years of working for corporate of America, and realizing the unfair advantage insurance companies, banks, and other financial institutions have over an average investor, we decided to break the pattern by sharing our insights with the people who have been left behind
03 Why Choose us?
We have a special gift in our ability to gather scattered information and bring it all together in an organized, well-researched and actionable way. Problems we solve: Final Expense, Income Replacement, Retirement & Asset Protection, Estate & Wealth Transfer Planning, Business Protection, Key Employee Retention.
How does our Planning Process work?
From our Discovery call, over Portfolio Analysis, to written Plan Proposal and recommended Actions, our approach equips you with new tools to harness your wealth and realize your objectives.
Our rule is always to get a plan and process first. Therefore, before we recommend any product, we educate our clients about their finances and set their goals. Then we propose several game plan scenarios with the best matching financial tools.
Contact our team at Tesla Wealth to create an easy-to-understand analysis specific to your situation. Give us a try and Build Your Legacy With Tesla Wealth Management.
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