- Understanding interest rates, bonds, annuities, and dividend stock investing along with other transition products can be challenging, if not confusing.
- As with most things in life, the first step is often difficult, but securing sound financial advice shouldn’t be left until it’s too late.
- Finding a licensed and knowledgeable resource—it’s the best financial advice you’ll ever receive.
Tim Is a Financial Advisor Who Can Help
You with the Following:
I am an advisor who is not selling any proprietary products or has any sales quotas.
Generate Retirement Income
Build a portfolio with the goal of creating enough retirement income but not outliving your money
Mutual Fund and ETF Due Diligence
Offer a selection process using fi360. Screening 10,000+ funds down to a couple hundred eligible for use in your retirement portfolio.
Design a strategy for minimizing your tax burden.