Truly Prosper Financial Planning LLC

Tax Smart Retirement Planning for New Retirees

Financial advisor in Dublin, OH (show on map)

5.0

★★★★★

2 reviews

Turn your retirement assets into reliable income while reducing lifetime taxes.

Call (614) 259-7737

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About

Truly Prosper Financial Planning provides tax-smart retirement planning for new retirees, focusing on converting retirement assets into reliable income while reducing lifetime taxes. The firm specializes in retirement-focused, flat-fee financial planning and offers virtual services across the U.S.

Their True Wealth Planning Process aligns values and goals with money, emphasizing life-centered planning, retirement specialization, and flat-fee pricing. Brian Tegtmeyer, a CFP® professional, leads the firm, which was founded in 2020 to help individuals over 50 navigate retirement with clarity and confidence.

Life Centered Planning

Retirement Focused

Flat Fee Financial Planning

Tax Planning

Virtual Services

Services

True Wealth Planning

Financial Planning + Investment Management

Financial life plan creation Twice-yearly plan reviews Investment management Portfolio distribution strategies Roth conversion planning Retirement planning Investment allocation and diversification Retirement spending plan Insurance planning Tax planning Health care cost planning Social Security benefit timing Pension option selection Major purchase planning Legacy planning Relocation decisions Estate planning

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2009

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

When can I retire? +

The appropriate retirement age depends on your financial plan, including Social Security benefits, retirement savings, and personal goals.

When should I start Social Security benefits? +

The optimal start date depends on your retirement income plan and life expectancy; Truly Prosper can help analyze the best timing for your situation.

How do I reduce my taxes in retirement? +

Truly Prosper incorporates tax minimization strategies, such as Roth conversions and tax-efficient investment allocation, into your retirement plan.

Should I change my investments now that I’m closer to retirement? +

Rebalancing your portfolio as you near retirement is often recommended to align with your risk tolerance and income needs.

What’s the best way to take money out of my various accounts? +

The optimal withdrawal strategy depends on your specific financial situation; Truly Prosper can create a personalized plan.

How do I handle health insurance before I start Medicare? +

Planning for health insurance coverage before Medicare begins involves evaluating COBRA, ACA marketplace plans, or other options; Truly Prosper can assist with this planning.