Welcome

Gregory Telge assists individuals and business owners with identifying the core values, beliefs, and legacy they want to perpetuate.  Not only for themselves, but for their families, businesses, and their communities.  This is accomplished through a dynamic process of design, coordination, implementation, and regular review of strategies aimed at achieving the goals and objectives of the client.

Greg and his team have been providing Financial Planning services to individuals and business owners for over 40 years.  In addition to this experience, Greg's team has a deep bench of resources at their disposal.  Through our partnership with Northwestern Mutual, a true mutual company since 1857, we can help bring your goals to fruition.

Our Mission

The Mission of the Telge Office is to ensure our clients truly achieve that which is important to them, and to do it as efficiently and effectively as possible.  We help identify and address both risks and opportunities, by working with our clients, not just for them. We do this by utilizing our knowledge, coupled with their values, to build and execute a plan.  We monitor your progress and stay in touch, and throughout the process, our team becomes your team.

Guidance for Business Owners

For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Contact Greg Telge to receive customized solutions for your business situation. 

Business Markets Stratey mapSuccession Planning
Greg Telge helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of  executive retirement plans and related benefits. Greg consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms. 

If you own or operate a business, Greg Telge recommends the following articles:

Click here to read additional articles.

With a focused expertise on the business owner, Greg Telge can provide guidance for any stage of your business:

 


  

Focus on Retirementretirement plan solutions 

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Greg Telge works with his clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 


Estate Planning

Greg Telge understands that Estate Planning is a very personal process that involves both basic and advanced tools. Learn more.   

The laws on estate taxes are constantly changing so having a plan is critical. Don't Leave your Estate to Chance

Gregory M Telge, CFP®, MSFS, AEP®, CASL®, REBC®

Wealth Management Advisor

You have a voice in your company

As a mutual company, we don’t answer to shareholders. We answer to our policyowners. Exercise your right to vote in our Board of Trustees election. Return your proxy card mailed with your 2013 Annual Report before May 23.

Your Estate Plan: Is a Trust Right for You?

Get the latest white paper now to access your guide to trust basics and options.

New On-Demand Webcast Available

Learn how your personality impacts your financial decisions, why investing in yourself can pay off and more in this free 30-minute webcast. View Now!