Brian Tegtmeyer, CFP®
Tax Smart Retirement Planning for New Retirees
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Serving Clients Nationwide
Tax Smart Retirement Planning for New Retirees
Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Retirement Planning
- Social Security
- Taxes
About Brian Tegtmeyer, CFP®
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
6605 Longshore Street suite 240, Dublin, OH 43017, USA
Additional Locations
📍 70 Birch Alley, Suite 240, Beavercreek, OH 45440
📍 8200 Beckett Park Drive, Suite 111, West Chester, OH 45069
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a Learn-More Call. The purpose of this quick call is to learn a little about you and the questions you’re hoping to address. If it sounds like we might be able to help you, we can schedule a complimentary ‘Getting Acquainted’ meeting to learn more. We want to make sure that you connect with the appropriate professional to fit your needs.Offers Investment Management
Yes
About Truly Prosper Financial Planning
At Truly Prosper Financial Planning, our True Wealth financial planning process includes 5 stages designed to help you retire with clarity and confidence.1️⃣ Stage 1: Explore. We learn about your needs, concerns, and aspirations and explain how our flat fee financial planning services can help meet those specific needs. Then we decide if we have a good fit to work together.
2️⃣ Stage 2: Engage. Once we agree to work together, we focus on identifying and clarifying your true values and priorities. This process helps us understand your unique frame of reference and forms the foundation of your financial plan.
3️⃣ Stage 3: Envision. We guide you in creating a vision for the future that is compelling, fulfilling, and inspiring. We also establish guidelines for developing a financial plan that aligns with your values and priorities.
4️⃣ Stage 4: Enlighten. We present our financial planning recommendations and demonstrate how they support the life you want to live. We also summarize and clarify insights and knowledge about your values, priorities, concerns, transitions, goals, and objectives.
5️⃣ Stage 5: Empower. This stage is the most important part of the process; putting the plan into action. This involves implementing the current recommendations and updating your financial plan as your goals and circumstances change.
We believe our life-centered planning approach leads to greater success and fulfillment in retirement.
LOCATIONS:
📍 (Columbus Office) 6605 Longshore Street, Suite 240, Dublin, OH 43017
📍 (Cincinnati Office) 8200 Beckett Park Drive, Suite 111, West Chester, OH 45069
📍 (Dayton Office) 70 Birch Alley, Suite 240, Beavercreek, OH 45440
Education
Wright State University Bachelor of Science (B.S.), Financial Planning and Services
Hobbies and Interests
- Basketball
- Board Games
- Bowling
- Camping
- Church
- Exercising
- Family
- Reading
- Sports
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Living in Retirement
- Parents
- Widow
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