How can today’s business choices create a more sustainable future?

The TE Group is a distinctive professional services company utilizing a tailored approach to assist businesses with their tax planning, employee benefit plans, and business consulting needs. Our services associated with benefits administration, financial planning, operational effectiveness, and human resource advice is our primary focus.

Our Mission

With over 65 years of combined executive experience, we designed our company to navigate major shifts in the competitive landscape in which our clients operate. We are committed to providing our customers with exceptional insight and service, which we believe to be the cornerstone on which we have established our business. Our service offerings have significantly increased, but we stay firmly committed to the principles that helped us succeed.

To further assist our clients, we have developed key performance indicators (KPIs) showing how similar successful organizations maximize return on investment. These KPIs concentrate on strategic and operational development, provide a way to assess results against those of comparable organizations, and form the basis of each unique strategic plan that we call, the TE Process.

As trusted advisors to CEOs and management teams, The TE Group leverages a unique platform, industry best practices, and proven methodologies to address even the most complex business challenges and strategic plans. Partnering with The TE Group means gaining access to more than just one professional's expertise—you benefit from the collective knowledge and experience of the entire TE team. Over the years, we have successfully supported thousands of clients across the continental United States.

Specialties

We specialize in providing a range of services to support individuals and businesses alike. Our expertise includes insurance consulting, offering tailored guidance to meet your coverage needs, and comprehensive tax services designed to optimize your returns and ensure compliance. We are dedicated to helping small businesses succeed with customized financial solutions and strategic support. Additionally, we offer innovative tax-favored wellness programs, tax strategies to maximize savings, and financial advisory services to help you achieve your goals. For businesses, our employee benefits solutions ensure you can attract and retain top talent while meeting your workforce's needs.

Inclusive and Sustainable Growth

The TE Group is dedicated to fostering inclusive and sustainable growth by prioritizing continuous improvement and investing in our people. We take pride in collaborating with a diverse group of clients and stakeholders, ensuring our efforts drive meaningful impact and long-term success. Through innovation, shared expertise, and a commitment to equity, we aim to create lasting value for businesses, communities, and the individuals we serve.

Investing in Our People

The TE Group is committed to empowering our team with the skills, knowledge, and mindset needed to thrive in today’s complex business landscape. By fostering a culture of continuous learning and adaptability, we ensure our professionals are prepared to tackle challenges, embrace innovation, and deliver exceptional results. Our dedication to professional growth enables us to provide forward-thinking solutions that drive success for our clients and stakeholders.

Our Core Value

At The TE Group, our core values are the foundation of everything we do. We prioritize respect, inclusiveness, and integrity, fostering an environment where everyone feels valued and heard. Compliance is at the heart of our operations, reflecting our commitment to ethical practices and accountability. We believe in the power of strong relationships, and we build trust through genuine connections and unwavering reliability. These principles guide us in creating meaningful, long-lasting partnerships with our clients, stakeholders, and team members.

Join Our Networks

Our network of professionals and alumni is a potent and inspiring group that continues to drive our mission forward. We invite you to explore opportunities with us, join our network, and contribute to building a future where economic growth is inclusive and benefits everyone. At The Tax-Efficient Group, we are not just preparing for the future; we are creating it.