Honored to be an award winning advisor

I am very proud to be recognized as one of Forbes Top Next-Gen Wealth Advisors in 2022 and 2023, a Forbes Top Women Wealth Advisor in 2023 and 2024 and an AdvisorHub Advisor to Watch in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Tara Seegers

 

Strategic guidance for your wealth

Nationally recognized for my expertise, I serve multi-generational families, business owners, and individuals across the US, providing customized wealth management consulting utilizing a goals-based planning process which includes investment advice, wealth transfer & estate planning services, retirement funding, gifting strategies, and asset-based lending. 

As a Certified Financial Planner™, Registered Life Planner® and Advanced Wealth Manager, providing guidance and strategy for your whole picture is a priority in my service to you. Together, we will building a roadmap to help you achieve your future desires and the legacy you envision for generations beyond. In this business, trust is the primary driver of successful relationships - I bring my authentic self to the table and look forward to seeing the same from you. 

With roots in Texas, Colorado and Canada, my husband, Chris, and I chose Colorado Springs, Colorado as the ideal place to raise our three young kids. I love serving the local community through volunteerism within our kid's school, local non-profits and our church community. 

Your assets should work for you—so you can focus on what you care about most. My job is only done well when we craft a personalized program with the goal of sustainable funding for you to live out your dreams.

Every wealth plan begins with a unique story, and I can't wait to know yours!

Serving Clients Nationally

US geographic spread does not limit my ability to serve your financial needs - with clients across many US states currently, I welcome your desire to collaborate. Advanced technology and my commitment to maintain availability for your time-sensitive needs helps facilitate a seamless approach.  In this business, trust is the primary driver of successful relationships - I like to bring my authentic self to the table and look forward to seeing the same from you. Together and over time, we will strategize, solve, and explore many sensitive topics within your life - I hold this space dear, and honor your willingness to bring me in as a strategic advisor for all of your wealth planning and life planning needs.

An empowered approach

Our goals-based wealth planning approach is designed to ultimately help you achieve your vision and live empowered. Working together, we identify strategies to help grow your wealth, fund your lifestyle today and tomorrow, protect what's important to you and create your legacy.

Our approach features four financial pillars to help guide you through your life stages:

Accumulate wealthAccumulate and grow your wealth

Working toward tomorrow, define your goals, plan, save and invest. Review your finances regularly. Build and maintain an emergency fund of at least six months of expenses.

As you approach retirement, take advantage of catch-up contributions and align investments to offset inflation.

In your encore years, review and understand the probable outcome of your wealth plan and consider consolidating accounts to simplify your financial life.


Fund your lifestyleFund your lifestyle

In the early stages, avoid or eliminate unproductive debt. Fund but defer health savings account spending until retirement.

Approaching retirement, create a retirement plan for your paycheck as well as a budget for your expenses.

In your later years, plan for your distributions and manage your spending to cover your needs.


Protect what's importantProtect what's important to you

At first, evaluate and consider your options for various types of insurance, ranging from health, disability, life and long-term care insurance.

Closer to retirement, re-evaluate your insurance needs and use credit strategically.

Enroll in Medicare at 65 and claim Social Security at 70. Avoid selling assets in down markets. Discuss your care wishes with your loved ones.


Create your legacyCreate your legacy

Establish a will, power of attorney, health care directive and revocable trust. Check your beneficiary designations. Consider a charitable giving plan that aligns with your values.

Near retirement, revisit your estate planning documents and beneficiary designations. Have plans for housing and care needs.

After retiring, check that your estate plan aligns with your wishes. Understand your estate and gift tax thresholds.


It all starts and ends with you

Contact me today to learn more about our wealth management approach and how I can help you achieve your goals.

'Fierce' with Katelyn Swiatek
Perspectives on taming financial chaos

Fierce with Kately Swiatek click image to connect to https://sites.libsyn.com/459159/expert-tips-on-taming-financial-chaos-w-tara-seegers

Tara shares her passion for helping her clients bring order to their financial chaos. We chat about life and then dive into 3 valuable principles about managing money, well. Learn how these three principles will help you financially and how you can implement them immediately.

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