About Us
TEI Solutions helps advisors understand how to create Tax Efficient Income solutions
for their clients in retirement.
We have over 35 years of experience helping distributors, advisors, and planners grow
their business. We know how to find assets that are not currently under the advisors
care, and have solutions that can help grow other assets in the advisors care by
creating after tax alpha.
We have solutions that bring extra value to clients without creating additional work for
the advisor, or the need to refer the client to other advisors.
The goal of TEI Solutions is to take our years of experience and help advisors show
their clients how to maximize their wealth when they retire. Our services are free to the
advisor and their clients.
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Registered Representative of The Leaders Group, inc.. Member FINRA/SIPC
TEI Partners
