Whether you’re planning for a major life event or a big purchase, it helps to have a clear path to pursue your goals. At Tejeda Financial, we serve a wide range of personal and business clients with professional financial planning and wealth management services.
Individuals & Families
There are a multitude of reasons an individual or couple may seek out a financial advisor. One important thing to keep in mind is that you don’t need to have a lot of money to work with a financial planner. Our job is to help you plan and save to grow the money you have so you can pursue your goals.
Your Partner through All Stages of Life
Angie likes to be involved in her clients’ lives beyond just their finances. Financial planning is often tied to life events like marriage, divorce, retirement and raising children. Having a clear picture of your overall life helps her understand your unique situation so she can better anticipate your needs.
We’re Here to Help With
Women
You may be surprised to learn that women control 51% of the personal wealth in the U.S. Widows and single women often face unique challenges when it comes to money management, yet financial planners often focus on serving men. As a woman-owned financial planning and wealth management firm in Wichita, Kansas, we frequently work with women who are single, newly divorced or widowed. We are here to listen and to empower you to confidently plan for the future.
Retirees
Whether you want to create a plan to retire early, you’re approaching retirement and want to ensure you’ve saved enough, or you want to have as much retirement income as possible, we’re here to help. Angie Tejeda offers tax-efficient retirement planning strategies to help you plan for the post-work life you want.
Executives & Professionals
We assist high net worth clients with charitable giving planning, asset allocation, investment management, estate planning, tax planning, portfolio analysis and more. Our holistic wealth management services strive to help you grow and manage your money.
Business Owners
A financial advisor can help small business owners, sole proprietors and contractors manage the money they have and plan for taxes and company growth or expansion. Angie Tejeda provides efficient business tax planning strategies in Wichita, Kansas.