Services

A Team Approach

You built your wealth with a lifetime of work. Yet protecting and preserving your assets doesn't have to be a full-time job - if you have a knowledgeable support team to keep you on track.

Tim puts investment options into plain language, giving you the knowledge to make smart financial decisions. He provides regular reviews of your portfolio, reallocating your assets as needed. He’ll also personally select experienced legal, tax and insurance professionals- providing you with the expert guidance you need to realize your retirement goals.

Some of the products and services Tim provides include:

Financial

• Investment Planning
• Retirement Planning
• Distribution Planning
• Financial Counseling 
• Surviving Spouse Guidance

Banking Products

• Rollover IRAs
• Checking & Money Market Accounts
• FDIC Insured CDs*
• World Currency/Single Currency CDs

Legacy Planning

• Asset Transfer Strategies
• Short- and Long-Term Tax Strategies
• College funding

Risk Management Strategies

• Life Insurance, term and whole
• Long-term care options
• Disability income loss protection