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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®

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.

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

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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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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