Tutelas Financial Management
A financial advisory practice at Wealth Partners Alliance
01/16/2025
Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.
Why you should prioritize an annual financial review Review your financial situation regularly to help monitor progress and stay on track for your goals.
Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.
12/11/2024
Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.
12/04/2024
Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.
This Veterans Day, we express our gratitude to all those who have served our country, including our friends, clients, family and colleagues. Thank for your service and sacrifice.
10/22/2024
Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.
Click here to claim your Sponsored Listing.
Contact the business
Telephone
Address
12240 Inwood Road Suite 200
Plano, TX
75244
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
