The Tegra Advantage

Tegra is a 100% independent partner with you. Whether it be our financial services, or our retirement plan design and administration services, we are focused on finding the best available solution to your needs.

We have access to the finest resources for our clients. On the wealth management side, we can access technologies, concepts and products that typically are available at our country’s largest financial institutions. Our advantage is we take the time to educate and ‘demystify’ these tools so our clients know exactly how they fit in to their financial picture. We also have received significant discounts on these tools – savings we pass on to our clients through our professional alliances with Capital Professional Advisors and Baker Tilly International.

On the retirement administration side of our business, our independence from any product or platform allows us to focus solely on what design and funding method best fits your businesses budget and objectives. Our enrolled actuaries and qualified pension administrators are well suited to guide you through the myriad of available options in a way that give you confidence that your plan is effective and compliant with the ever increasing scrutiny being applied by agencies such as the IRS and Department of Labor.

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.