Garrity, Tegeler & Varley Wealth Strategies, LLP.

8011 34th Avenue South, Suite 141
Minneapolis, MN 55425

Phone:

952-941-7006

Fax:

952-941-7064

E-mail:

allison@financial-picture.com

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Garrity Tegeler & Varley

At Garrity Tegeler & Varley Wealth Strategies, LLP we work with businesses and families to help them meet their financial goals and objectives. Our goal is to help them maximize value and minimize risk for their assets.

As a member of Partners Financial, an independent financial services company, we believe our responsibility is to provide access to sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through Kestra Investment Services, LLC, member FINRA/SIPC. With these resources in place we help facilitate the corporate and personal financial decisions for clients.

Newsletters

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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