Retirement Planning

What can I do with my money that would make a difference for myself, my life and others?

Investment Planning

We are committed to eliminating speculation and gambling from the investing process.

Tax Strategy

Tax strategy or tax planning is vital to any high-net-worth individual or family.

Business Exit Planning

We coach you through the process of completing a successful and efficient business sale.

Estate Planning

Estate planning ensures the seamless transfering of your assets to the designated people and organizations that mean the most to you.

Executive Planning

Tencap Wealth Coaching is proud to provide a service offering for executives.

Social Security Planning

There are endless radio commercials and internet advertisements about not missing out on your benefits, but the good news is that it doesn’t need to be overwhelming.

Insurance Planning

Yet it is obvious to all of us that before we dream about what we hope to happen tomorrow, it is essential that we address the threats that could come up today.

Qualified Plans (401k)

Your Personal 401k Plan

With traditional pension plans becoming more of a thing of the past, it is more important than ever to be familiar with how to effectively save for your retirement.

Creating or Managing a 401k Plan

The financial advisors at Tencap will coach you on all of the information and facts relative to defined contribution plans.

Rolling Over a 401(k) Plan

If you have a 401k and you need some coaching on what your options are, you are in the right place.

Form CRS


All content is for information purposes only. It is not intended to provide any tax or legal advice or
provide the basis for any financial decisions. Nor is it intended to be a projection of current or
future performance or indication of future results.

Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor registered with the SEC. Being registered as an investment adviser does not imply a certain level of skill or training.

  • Advisory services are offered through Tencap Wealth Coaching, a SEC Investment Advisor.

  • Insurance products and services are offered through Tencap Legacy, an affiliated

  • Tencap Wealth Coaching and Tencap Legacy are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The information contained herein should in no way be construed or interpreted as a solicitation to
sell or offer to sell advisory services to any residents of any State other than the State of [State] or
where otherwise legally permitted.

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-Washington State Only

Tencap Wealth Coaching is an investment adviser registered in the State of Washington.
The adviser/firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.