Our Process

Instead of making financial decisions one at a time in an isolated manner, at The Teague Group, we help our clients make financial decisions based on an organized, coordinated and integrated model.

Our Model

Through the years you have purchased a variety of financial products and have made many financial decisions. Each product and financial decision most likely was made individually and without much thought of integrating them into a skillfully coordinated and efficient strategy. Without a financial model to assess, evaluate or measure each financial decision, your money may become uncoordinated, inefficient, and unproductive.

By working with us and our model, our goals are to have your assets and financial decisions:

Coordinated
When coordinated, your assets work together harmoniously.

Integrated
When integrated, they provide for a potential increase in money supply and benefits.

Based on Facts
We use the model to help you evaluate and measure results.

Needs and Value Based
Working with us and our model, you may be less vulnerable to making decisions based on opinion or sales hype. Money decisions are now strictly needs and value based.

Organized
We use the model to help you visualize how all your assets are working and at the same time provide an organized filing system.

Accessible
Our goal is to help you increase your control of your money and assets which leads to making intelligent financial decisions.

The process used by The Teague Group assists our clients in analyzing the efficient and best use of their current cash flow.

The model used in our process helps clients better understand their protection, savings and growth objectives and helps them identify existing resources to fund the products that can help them meet those objectives.