TGB Wealth

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from TGB Wealth, Financial service, 1820 NW 118th Street Suite 210, Clive, IA.

Together, Luke, Dan, and Seth bring a collaborative approach to financial services, combining their unique strengths to create comprehensive planning for retirement, growing your wealth, or seeking guidance for your business

06/28/2025

401(k) regulations are complex – it’s possible to miss something that could put your company's retirement plan at risk. I can help you simplify the process, reduce risk, and uncover smarter solutions for your business.

06/18/2025

Is managing your company’s 401(k) plan becoming more of a headache than it should be? Let’s connect and explore options to simplify your company’s 401k plan—so you can focus on running your business, not chasing paperwork.

06/08/2025

Has your company’s workforce been growing? As your workforce expands, it’s smart to revisit your company’s retirement plan. Let’s connect and make sure it still fits your team’s needs.

05/29/2025

Choosing the right retirement plan for your company? Understanding the differences between plans can help you make the best choice for your business and your employees. Let’s break it down together.

05/20/2025

Thinking about switching your company’s retirement plan? Converting your company’s retirement plan could be easier than you think. I’m here to help guide you through it. Contact me to learn more.

04/23/2025

🚫 Emotion-driven decisions are the silent killer of long‑term returns. Our latest article breaks down the most common investor pitfalls—and how to sidestep them.

Take two minutes now and make future‑you grateful:
https://bit.ly/4cLl1Zn

All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

03/05/2025

Confused by all the different investment account options out there? You’re not alone. At TGB Wealth, we believe the right account can make all the difference in reaching your financial goals. Here are a few you should know:

• Employer-Sponsored Plans: These include 401(k), 403(b), 457, & Pension Plans like IPERS. These are savings vehicles offered through your workplace, often with employer contributions. These are great for consistent saving and have potential tax advantages.

• Cash Balance Plans: A type of defined benefit plan—like a traditional pension—offering guaranteed growth and potential for higher contributions with tax deferred growth.

• IRAs (Traditional or Roth): Individual accounts with various tax benefits. Roth contributions are made after-tax but grow tax-free, while Traditional IRA contributions are often tax-deductible.

• Taxable Brokerage Accounts (Individual or Joint): Flexible account that does not come with penalties for accessing the money prior to retirement and has no contribution limits. In most cases, you’ll pay taxes on dividends, interest, and/or capital gains.

• 529 Plans: A tax-advantaged way to save for education expenses, helping you invest in a child’s future without the heavy tax burden.

Each account comes with unique rules and potential benefits. Getting clear on your goals, risk tolerance, and time horizon is the first step.

Interested in exploring which account type aligns with your goals? Message us or give us a call. We’ll help you tailor an investment strategy that truly fits your financial journey.
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TGB Wealth: Forward-thinking. Personalized. Focused on your financial success.

02/24/2025

🚨 Is Your 401(k) Plan Running on Autopilot? You Might Be Missing Out! 🚨
Most businesses set up their 401(k) plans with good intentions, but here’s a question—when was the last time you really took a close look at yours?
A lot of plan sponsors assume “if it’s not broken, don’t fix it.” But what if it is broken, and you just haven’t noticed yet? 🧐
🔹 Could you be paying outdated fees?
🔹 Are your employees actually using the plan?
🔹 Is your provider giving you the service you deserve?
We’ve seen this time and time again: companies offering a great benefit that employees aren’t using—or worse, overpaying for a plan that’s not doing what it should. The problem isn’t the plan itself—it’s that nobody’s helping you optimize it.
At TGB Wealth, we take a different approach. We sit down one-on-one with your employees, help them actually understand their retirement benefits, and make sure your plan is cost-effective and competitive.
💡 Here’s the kicker: As your business and plan grow, you may qualify for lower fees—but unless you check, you might be paying more than you need to. Many providers won’t tell you. We will.
❓ So, here’s the real question:
If you could be getting better service, better participation, and lower fees—wouldn’t you want to know?
Let’s do a quick, no-cost review of your 401(k) plan. Worst case? You walk away knowing everything is in great shape. Best case? We find ways to improve your plan and save you money.
Send us an email or comment “401K” below, and we’ll set up a time to chat! 💬

02/11/2025

📢 Final Advisor Spotlight: Luke TerHark📢
Today marks our final advisor highlight, meet Luke TerHark, RICP®️, co-founder of TGB Wealth!
With a strong background in retirement planning and wealth management, Luke is passionate about helping individuals and businesses create financial security and lasting legacies. As a Retirement Income Certified Professional®️ (RICP®️) and a former athlete, he brings a disciplined, goal-oriented approach to financial planning.
💡 Luke specializes in:
✔️ Retirement plans for public and private companies
✔️ Personalized wealth management strategies
✔️ Income planning and asset allocation
✔️ Helping clients make the most of their financial future

At TGB Wealth, Luke and the team are dedicated to guiding clients through every stage of their financial journey. Whether you're looking to optimize your investments, plan for retirement, or protect your family's future, Luke is here to help.

📩 Want to work with Luke? Send us a message or visit www.tgbwealth.com to learn more!

02/05/2025

At TGB Wealth, we are proud to highlight the exceptional contributions of Seth Bringle, a dedicated partner in our firm.
With extensive experience in the financial services industry, Seth has spent 10 years as a trusted advisor with Mutual of Omaha, delivering personalized strategies to help clients achieve their unique goals.
Seven years ago, Seth Bringle returned home to Iowa with a vision to expand the local presence of his practice. He successfully established the Des Moines office, building a team of skilled advisors dedicated to serving clients with excellence. The journey has come with plenty of rewarding moments—and a few grey hairs along the way.
Seth specializes in crafting actionable financial plans and structuring employer-sponsored retirement plans. His attention to detail and deep understanding of financial planning have been instrumental in helping both individuals and businesses achieve financial clarity and security.
We are honored to have Seth as a cornerstone of our team, where his leadership and expertise continue to drive our mission of guiding clients toward financial confidence and success.
If you're seeking comprehensive financial planning or assistance with employer retirement plans, Seth Bringle is here to provide the guidance you need.

01/27/2025

Spotlight on Dr. Gabrielson!
At TGB Wealth, we’re honored to highlight the incredible expertise and journey of one of our partners, Dr. Dan Gabrielson.
💼 Dr. Gabrielson’s Journey:
Dr. Gabrielson began his career in 2005 as a DO, FACOOG specializing in Obstetrics and Gynecology. With a passion for women’s healthcare and an entrepreneurial spirit, he founded The Gabrielson Clinic for Women in 2009. Since its founding, the clinic has provided exceptional care to women of all ages and life stages—from infertility treatments to first-time pregnancies, annual exams, and specialized screenings. Over the years, the clinic has grown tremendously now serving patients in 4 locations they also did an astounding 632 deliveries in 2025—an impressive achievement for a 25-bed hospital in a town of less than 3,000 people!
🎯 Real-World Business Experience:
As a small business owner for two decades, Dr. Gabrielson has faced—and conquered—the same challenges many entrepreneurs experience. His firsthand knowledge of balancing growth, finances, and team leadership makes him uniquely equipped to guide others.
📊 Passion for Financial Planning:
Dr. Gabrielson’s journey into financial services began through a collaboration with Luke and Seth on the Gabrielson Clinic’s 401(k) plan. Recognizing Dr. Gabrielson’s passion for helping others achieve their goals, they encouraged him to deepen his expertise. After months of preparation, Dr. Gabrielson earned his Series 65 designation, becoming a licensed investment advisor.
🤝 Now Partnering with TGB Wealth:
We’re thrilled to have Dr. Gabrielson bring his unique background to TGB Wealth, where he’s focused on helping individuals and businesses reach their financial potential. His deep understanding of small business challenges and strategic planning is an invaluable asset to our clients.
💬 Whether you’re a business owner looking to optimize your retirement benefits or an individual planning for the future, Dr. Gabrielson is here to help make your goals a reality.

Address

1820 NW 118th Street Suite 210
Clive, IA
50325

Telephone

+15152174897

Website

https://www.tgbwealth.com/

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