Brian Tegtmeyer, CFP®
Flat Fee Financial Planning for Individuals Over Age 50.
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Serving Clients Nationwide
Flat Fee Financial Planning for Individuals Over Age 50.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Retirement Planning
- Social Security
- Taxes
About Brian Tegtmeyer, CFP®
Hi, I’m Brian Tegtmeyer, a CFP® professional in Dublin, OH with over a decade of financial planning experience. I have a passion for helping people make a smart transition to retirement. As a fee-only financial planner, I provide comprehensive and objective financial life planning to help clients over 50 organize, grow, and protect their assets as they transition to retirement. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind and have an obligation to provide unbiased and trustworthy financial advice.Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.
In 2020, Truly Prosper was founded on the beliefs that:
✅ Financial Life Planning can help people live the best life possible with the money they have;
✅ Retirement planning should be available to all people, not just the wealthy;
✅ Pricing should be based on the services received and not the size of your investment portfolio; and
✅ Retirees are better served by an advisor specializing in retirement planning.
I’m a member of several professional organizations that help increase my knowledge and support my mission of helping people make a smart transition to retirement. These include the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Financial Planning Association (FPA), Kingdom Advisors, Advisor Growth Community, and Money Quotient.
When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.
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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