Business Details
Your Trusted Partner for Financial Planning Solutions
At TEN Capital, we prioritize a deeply personalized approach to wealth management, centered on understanding each client's unique circumstances, values, and long-term goals. Our team of certified financial professionals employs a structured methodology to create comprehensive financial plans, including life planning, retirement strategies, and legacy development. We utilize institutional-quality investment solutions tailored to individual risk profiles, emphasizing asset allocation as a key driver of portfolio performance. Our proprietary L.I.V.E. framework balances liquidity, income, volatility, and expected returns to optimize client outcomes.Through interactive planning sessions and educational experiences, we foster meaningful client engagement beyond traditional meetings. As an SEC-registered investment adviser, we maintain rigorous professional standards while offering commission-free investment options and corporate retirement plan solutions for employers.
Services
Financial Life Planning
Retirement Planning
Investment Management
Legacy Planning
Corporate Retirement Plans
Highlights and features
- We employ a proprietary L.I.V.E. framework to balance key investment factors
- Our team includes certified financial planners and tax professionals
- We offer commission-free investment options
- Interactive planning sessions enhance client understanding
- SEC-registered with rigorous compliance standards
Associations and certifications
- SEC Registered Investment Adviser
Services
Financial Life Planning
Our financial life planning service creates personalized roadmaps for your financial future. We analyze your current situation, long-term goals, and risk tolerance to develop comprehensive strategies that evolve with life's changes. This service helps clients achieve financial security through structured planning.
Investment Management
Our investment management service utilizes institutional-quality solutions tailored to individual risk profiles. We employ a macroeconomic approach combining diverse asset classes, with our L.I.V.E. framework balancing key factors to optimize portfolio performance for long-term growth.
Retirement Planning
We develop customized retirement plans that calculate target savings while accounting for market volatility. Our approach provides clear risk assessments and progress tracking tools, helping clients navigate complex retirement decisions with confidence and adaptability.
Corporate Retirement Plans
This service helps employers establish and maintain corporate retirement plans. We provide risk mitigation strategies and administrative support, ensuring compliance while minimizing impact on business operations and offering employees valuable retirement benefits.
Legacy Planning
Our legacy planning service creates strategies for transferring wealth across generations. We coordinate with legal professionals to develop estate plans that preserve assets, minimize tax liabilities, and ensure your financial legacy aligns with personal values.
People
Jake Timm
President, Principal
As President and Principal of TEN Capital, Jake Timm leads our team in delivering client-focused financial solutions. With extensive industry experience, he ensures our firm maintains the highest standards of professional excellence and client service.
Ben Klindt
Principal, Financial Advisor, CFP, CEPA
Ben Klindt serves as Principal and Financial Advisor at TEN Capital. His expertise in financial planning and certifications as CFP and CEPA help clients navigate complex wealth management decisions with confidence and clarity.
Dave Gordon
Principal, Director of Advanced Planning, CFP, MSFP, CRPC
Dave Gordon leads our advanced planning initiatives at TEN Capital. His specialized knowledge in financial planning and multiple professional certifications help develop sophisticated strategies for clients' most complex financial challenges.
Amy Jo VanLierop
Financial Advisor, CPA
Amy Jo VanLierop provides expert financial advisory services at TEN Capital. Her CPA background and financial planning expertise help clients optimize their wealth management strategies through tax-efficient solutions.
Jon Heideman
Financial Advisor, CPA/PFS, CFP
Jon Heideman combines his CPA/PFS and CFP credentials to deliver comprehensive financial solutions at TEN Capital. His technical expertise and client-focused approach help individuals and businesses achieve their financial objectives.
Questions
What financial planning services do you offer?
We provide comprehensive financial life planning, retirement strategies, legacy planning, and corporate retirement plan solutions tailored to individual circumstances.
How do you approach investment management?
Our investment strategy uses a macroeconomic approach with diverse asset classes, guided by our L.I.V.E. framework balancing liquidity, income, volatility, and returns.
Are you registered with regulatory authorities?
Yes, we operate as an SEC-registered investment adviser with rigorous compliance standards and transparent reporting practices.
Do you offer retirement planning for businesses?
We help employers establish and manage corporate retirement plans while minimizing administrative burdens and regulatory risks.
What makes your planning process unique?
Our interactive Cornerstone Conversations and educational experiences create deeper client engagement beyond traditional financial planning meetings.
