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Client Centered

Plan for Retirement With Confidence

Preparing for that next step in life isn’t always easy. I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives.

Mark A. Teh, J.D.*, CAP®, AEP®

Mark A. Teh, J.D.*, CAP®, AEP®

Financial Planner

916-510-0616

markteh@financialguide.com

*Licensed but not practicing on behalf of MassMutual or its affiliated companies.With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, I can help to provide you with...
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What I DoWork with a Team that Cares

I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to help ensure you are on track toward achieving your goals.

ServicesHere Is How I Can Help

I offer a wide range of insurance products designed to provide you with the flexibility you’ve been searching for. I can help you choose the right product(s) for your unique situation. With access to a network of provider resources, I can guide you through a complex, changing world of risk and opportunity.



Life Insurance Plans

Life insurance can be the foundation of your financial security and can provide comfort and stability for your family. 

Investments

Part of planning for your future involves making educated decisions about managing your wealth and savings.

Financial Management

Financial management is as much about managing operational risks as it is about managing business objectives.

Family & Life Changes

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future.

529 College Savings Plans

If you find yourself intimidated by the ever-rising price of higher education, then a 529 plan might be a key component in saving for a college education.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients prepare for retirement.

Who I HelpI Help Families And Business Owners Reach Their Financial Goals And Dreams

No matter what financial circumstances you are in, my Financial Professionals are here to help protect you and your family through the ins and outs of life’s many changing events. Whatever your unique situation, I have financial solutions designed to help.

ResourcesFinancial Information

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Speak with a Financial Professional

Are you ready to speak with me about helping to secure your financial future?
Get in touch with me today.

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