Retirement is a Whole New Ballgame
Put an Expert Team on the Field
Retirement should be about realizing lifelong goals - not worrying about your financial statistics. You need an experienced professional who can help you build investment strategies for lasting financial independence - giving you the freedom to lead an active retirement lifestyle.
Tim Sharer can position your assets for long-term retirement income. As a fee-based asset manager, he leads a team of financial all-stars dedicated to helping you maintain an independent lifestyle in retirement.
Certified Financial Fiduciary
CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Helpful Content
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?