Jim Teegarden
Protecting tax-free wealth for successful business owners and execs. Lower taxes, reduce risk, grow wealth! Fiduciary Standard
- Role
- Founder & CEO at Impact Wealth
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Jim Teegarden
Founder & CEO of TFC | ImpactWealth Jim has an extensive background in helping…
Experience
Founder & CEO
Nov 2019 — Present · Boulder, CO, US
RETIREMENT PLANNING & WEALTH MANAGEMENTWe believe that wealth goes far beyond net worth. True wealth is rooted in the abundance of family and friends, the realization of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant. Learn more at tags: Boulder Wealth Management, Boulder Financial Advisor, Boulder Financial Planner, Boulder Financial Planning, Boulder Retirement PlanningSpecialties: harrigan | teegarden Private Wealth Advisors provides comprehensive, fee-based wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know them on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals.Securities offered through Madison Avenue Securities, LLC.(MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS.
Education
Purdue University
B.S.
1989 — 1994
Skills
- Accounting
- Business Planning
- Investment Strategies
- Leadership
- Small Business
- Portfolio Management
- Start-Ups
- Financial Planning
- Financial Advisory
- Equities
- Insurance
- Project Planning
- Securities
- Trusts
- Estate Planning
- Life Insurance
- Finance
- Team Building
- New Business Development
- Policy
- Marketing
- Retirement Planning
- Business Strategy
- Entrepreneurship
- Strategic Planning
- Wealth Management
- Wealth
- Investments
- Financial Services
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