Two Questions, Please:
If the answer to either question is "Yes", then Tim may be able to help you.
One of the first things to understand when you are planning for your Retirement Accumulation or Distribution goals (or any other financial goals for that matter) is that there are some financial aspects that you usually have limited or no control over, and some financial aspects that you usually have some control over. Unfortunately, these aspects can result in unexpected complications for your investment plan - One good example of this would be something called Systematic Withdrawal Risk (please click on the relevant box directly below for more information.)
So, given the information and example above, what then are the primary financial aspects that we are talking about? (This is not an inclusive list, by the way.)
There are at least 6 financial aspects that you usually have limited or no control over:
And there are at least 4 financial aspects that you usually have some control over:
Okay, now that you are aware of these aspects that you have limited, no, or some control over, you may be wondering how can Tim help? Good question.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Tim takes into account these 10 financial aspects (and other relevant factors) to help his clients build independent financial and investment plans. This is done in a deliberate and collaborative manner to help address their financial concerns and goals. In doing this he also helps to establish a realistic set of expectations and benchmarks against which to measure his clients' success, as well as utilizing a needs-based, risk-management process to implement appropriate recommendations as necessary. Tim believes this is a prudent approach to follow, and that there are no short cuts - not if you are serious about trying to reach your financial goals in a measured, diversified, risk-adjusted manner.
If you are interested in this type of approach and working with an independent financial professional like Tim - who has over 25 years of experience - please call our office to make arrangements for a complimentary consultation. What we discuss will be considered confidential, and Tim will do his best to make sure that your time together is useful to you. An initial appointment will usually last up to an hour, and we promise to listen to your concerns and achieve a true understanding of your situation.
We look forward to meeting with you.
Good question! Always start out with a person's qualifications.
Another good question! What sort of financial services company is Tim - as an Independent LPL Advisor - partnered with?
811 S. Central Expressway Suite 235B Richardson, TX 75080
Phone: 214-329-9345 Fax: 214-382-2062 Mobile: 214-476-9421
Mon-Fri: 10:00 AM - 5:00 PM