Our Services
Our mission is to earn a place as a valued member of our clients’ advisory teams, offering impartial experience, pioneering and enduring solutions, and personalized options. Leveraging our extensive experience in planning and product development, along with our affiliation with M Financial, we specialize in assisting ultra-affluent individuals and businesses in defining and achieving their insurance and asset management objectives for their families, enterprises, staff, and wider communities.
Personal Wealth
& Estate Planning
Our personalized strategy will blend personal and business distribution, tax-efficient investment planning, and conduct comprehensive retirement and survivor wealth analyses.
Business Succession Planning
Let’s develop a plan for a sound business future that promotes stability, employee confidence, and organizational resilience.
Retirement
Planning
Our retirement planning services offer personalized strategies tailored to your financial goals and lifestyle aspirations.
Executive
Benefits
Together we will develop a plan that not only safeguards the future of the business but also fosters stability, employee confidence, and overall organizational resilience.
Insurance
Products
Our disability insurance helps ensure income protection during illness or injury, while our life insurance provides financial independence for loved ones.
PERSONAL WEALTH & ESTATE PLANNING
>>Crafting a legacy through strategic personal wealth and estate planning is the cornerstone of building generational wealth. We can guide you through the intricate process of preserving and growing your assets, helping to ensure a lasting impact for future generations.
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BUSINESS SUCCESSION PLANNING
Our team will conduct a comprehensive review of partnership control transfer, conflict management strategies, and operating and buy-sell agreements. Our focus will be on maximizing the business transfer potential while helping to ensure a smooth transition. We will also develop expectations and job descriptions for key employees to help ensure a seamless transfer.
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RETIREMENT PLANNING
Our retirement planning services offer personalized strategies tailored to your financial goals and lifestyle aspirations. From enhancing savings and investments to crafting sustainable income streams, we guide you towards a sound and fulfilling retirement.
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EXECUTIVE BENEFITS
Crafting a legacy through strategic personal wealth and estate planning is the cornerstone of building generational wealth. We can guide you through the intricate process of preserving and growing your assets, helping to ensure a lasting impact for future generations.
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INSURANCE PRODUCTS
Our disability insurance products provide comprehensive coverage to safeguard your income in case of unexpected illness or injury, helping to ensure financial stability during challenging times. With our life insurance offerings, you can safeguard your loved ones’ financial future by providing them with a solid financial cushion in the event of your passing.
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take the next steps today
We look forward to meeting with you soon. Please take a moment to schedule a call with one of our planning specialists to evaluate your current plans and find out if The Teekell Company is the right fit for your financial and business planning needs.
Delivering exceptional service to our clients is not just a commitment; it’s a pledge to understand their goals, navigate their challenges, and empower their financial success.