Interview Q&A
How long have you been in business?
TEFRA has been in business since February of 1984.
We are based in Annapolis, the sailing capitol of the world.
We will take you sailing into retirement.
What is your primary product or service?
TEFRA designs and administers qualified retirement plans for companies and professionals.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Linda Mathieu, CPA has been in the retirement business most of her life.
Other than being a Certified Public Accountant she worked for the Social Security Administration, did Financial Planning for high net worth individuals and worked at a Pension Consulting firm before buying them out.
How do you differentiate yourself from other businesses in your category and area?
Our clients receive personal service. We work with your accountant and investment adviser to design the plan that fits your goals.
How many locations do you have and do you have plans to expand?
We are located in Annapolis, Maryland, but work with clients all over the United States.
Provide detailed directions to your location
Usually we go to see prospective new clients.
What type of payments do you accept?
Checks. Our fees are 100% deductible.
Which areas do you service?
We have clients all over the United States.
Who owns your company or runs daily operations?
Linda Mathieu is the owner and President.
What are your hours of operation?
We are available from 8:30am to 5:00pm Monday thru Friday.
What is the best compliment anyone can give you?
To refer another client.
What is your favorite quote or Bible verse?
It is not that people plan to fail.
It is that they fail to plan for their future.