More Than Account Managers
Our mission is to help retirees and pre-retirees steward their time, talent, and treasure. We do this by building what we call "purposeful retirement plans."
It's baked into our logo. If you look closely, you’ll see three T’s. Many believe it’s a play on the name, Taatjes. However, they stand for time, talent and treasure. We believe retirement planning is so much more than just preparing financially. Our goal is to help retirees and pre-retirees steward their life and money. Time, talent, and treasure represents the lives of those we serve.
This begs the question, out of the three, which one is most important to you? Almost always people will answer time. In fact, oftentimes treasure is ranked least important yet most retirement planning is financial-based.
Don’t be satisfied with conventional retirement planning. There’s a better way.
We can help.
Dave Ramsey Endorsed Since 2007
We offer a full package of customized, high-level retirement services and strategies that address your personal needs leading up and through retirement.
Transferring wealth and preparing the next steward while you are living is the most optimal and impactful way to give an inheritance. We can help.
We follow a disciplined approach to balance risk and return. We use regular rebalancing and ongoing client meetings to monitor and adjust portfolios to fit our client's needs.
Charities need your help now. Building custom and tax-efficient strategies that align with your values, your retirement plan and wealth transfer plan is key.
Repurposed: The Untold Story of Retirement in America is the heart of Taatjes Financial Group - to be much more than just retirement planners; but rather coaches to help bridge the gap between our client's working years and a healthy, fulfilling and impactful retirement.
You can catch Time, Talent, Treasure Radio on iTunes, YouTube or on KWLM. Ben Taatjes and Jerrid Sebesta build purposeful retirement plans that help you steward your life, money and retirement.
It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Click to view and subscribe on iTunes.