Comprehensive Financial Planning

Tevis Investment Management was created with the idea of handling all your financial planning and investment needs within one place. Our experience gives us the capability to develop anything from a very simple asset allocation plan to the most complex estate transfer strategies. Below you will find a list of our most commonly used services.

Our comprehensive financial planning services include:​

  • Portfolio management

  • Retirement planning

  • Education funding analysis

  • Estate and succession planning

  • Long-Term care insurance

  • Disability insurance

  • Pensions and profit-sharing plans

  • 401(k) consulting

  • Integration of business and personal financial plans

  • Pension maximization

  • Annuity comparisons

  • Executive stock option analysis


5700 West Plano Pkwy Suite 3800
Plano, TX 75093  (972) 971-2169