Telemus Office Space Has a New Look for the New Year

We have a Cha-Ching room. And so much more. Our 12,000 square foot office space in Southfield has a fresh, new look for the new...
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Telemus

Telemates Share What Gives Them Meaning and Purpose at Work

“From a little office in Southfield, Michigan… we’re helping the world become a better place.” At Telemus, Financial Life...
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Telemus

Telemus Welcomes Two New Telemates

With a passion for impacting the lives of others and the fresh eyes of a recent graduate, Telemus is excited to welcome Thomas...
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Telemus

Telemus Partner Diana Joseph Receives Five Star Wealth Manager Award

  We are proud to congratulate Telemus Partner and Co-Chief Investment officer, Diana Joseph, for once again been named among the...
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Telemus

Telemus Team Adopts Family and Children in Detroit and Chicago

It was a holiday season the Telemus team won’t soon forget. We adopted a family in need and several foster children – in Detroit...
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Telemus

Webinar | A Look at Our 2020 Investment Strategy

With unemployment rates at 50-year lows, rising wages and low interest rates, consumer confidence at the end of 2019 is at its...
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Telemus

Webinar | The Next Generation: Preparing for a Wealth Transfer

You’ve spent a lot of time and energy building your wealth—not just for you, but for your children as well. Passing on your...
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Telemus

Webinar | Year End Tax Planning Using Charitable Donations

With 2020 fast approaching, now is the time to get strategic with your 2019 tax filing. And decisions that you make today could...
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Telemus

Webinar | Cash Balance Plans: Are They Right For You?

The Tax Law & Jobs Act of 2017 made sweeping changes to the federal tax code, including significantly reducing the number of...
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Telemus

Webinar | Getting More from the Sale of Your Business

A 2018 report showed that 40% of business owners are preparing to leave their business in the next five years. Yet of the...
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Telemus

Telemus

Telemus
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
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Tools & Resources

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White Paper

7 Considerations When Presented an Employee Buyout

Alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

A Cash Balance Plan can help get you on the fast-track to a comfortable retirement

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