The Teague Group has been providing financial services to our clients in Charlotte and the surrounding area since 1977.
The Teague Group team is comprised of highly-skilled individuals who share a strong belief that doing business the correct way will help us continue to serve our clients for many years.
We take pride in the reputation we have earned for providing our clients with excellent service and education. These traits have the potential to empower our clients to help them make better financial decisions.
Helpful Content
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Rightsizing for Retirement
What does your home really cost?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.