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Tessara Financial Advisors, Inc is a Registered Investment Advisor founded in 1979, and is composed of Certified Financial Planners and a Certified Senior Advisor with more than 65 years of combined experience.
The firms two principals, Larry Krause and Gisela Lake, can provide the entire spectrum of wealth management services. Including financial planning, life and long-term care insurance analysis, tax planning, estate planning, charitable giving, asset protection
planning and forming strategic alliances.
We are truly dedicated to both helping our clients build wealth and preserve it for family and future. Our investment philosophy reflects a belief that value is the cornerstone of a successful plan and
service to our clients is the utmost priority. It's not only our mission, but it is our obsession. For example, we always try to respond to client questions on the same day, but no longer than 24 hours. You will always speak with a live person. Our goal is
to build long term relationships with clients and their advisors that are mutually beneficial and built on the highest level of integrity, trust and service.
There is no substitute for quality!
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Market-Moving Indicators for Monitoring Europe
If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ... Read More
Retirement Rules of Thumb Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ... Read More
Of Taxes Past, Present, and Future With the 2011 tax filing season behind us, much attention
is being paid to the expiring "Bush tax cuts"--the reduced federal income tax
rates, and benefits, ... Read More
What happens to my retirement benefits if my employer goes out of business? If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ... Read More
What is the Pension Benefit Guaranty Corporation? The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ... Read More
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