FINANCIAL SERVICES: WEALTH MANAGEMENT & RETIREMENT PLANNING
Building & Protecting Your Wealth
I have been a professional financial advisor for twenty-six years. I specialize in building custom portfolios for people who are saving their money for retirement or are already retired.
Access to Thousands of Mutual Funds, ETFs, Annuities, and Life and Disability Plans, I have all the tools individuals, companies, and not-for-profits need for their wealth management as well as their financial planning for retirement.
Because I am independent financial advisor, there are no requirements to use a specific tool. Therefore you benefit from advice and products tailored to meet your unique financial needs.
For Individuals: I develop your personalized portfolio, then review it with you at a minimum of once a year. I advise you on rollovers from your employer’s retirement plan. Including plans in which you own company stock. I then design strategies for income planning during your retirement.
For Businesses and Nonprofits: I design and service your retirement plans to meet the goals of your organization, in accordance with ERISA, the Internal Revenue Code, and the Department of Labor. For Top Management and Business Owners: I advise you on your non-qualified deferred compensation, stock options, buy-sell agreements, key employee insurance, and company stock.
For Your Insurance Needs: I construct strategies for your individual life and disability insurance needs. I also design group life and disability plans for companies and nonprofits as well as carve-outs for the executives of those organizations.
Whether you are an individual, couple, small business owner, or company executive Tim will put you on the right path. Contact us for a free no-obligation meeting.