Teancum Light (CFP®, CPA, JD)

Teancum Light focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

A large part of our practice is dedicated to retirement planning for those who have retired or are about to retire. We understand your many concerns, and we want to answer your questions so you feel comfortable with your retirement. We will help you decide on when to take Social Security, what pension benefits to take, and help you determine how much you can comfortably spend through retirement. We will work closely with you to customize a financial plan that inspires confidence as you navigate the many financial decisions that are certain to affect your financial future.