As you can imagine, given the number of financial aspects you have some control over vs the number you have limited or no control over, your savings and spending goals can run into many unanticipated challenges.

So, how can Tim be of service? Good question.

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Tim takes these 10 (ten) financial aspects into account (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 pursue 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 29 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 strive to achieve a true understanding of your situation.

We look forward to meeting with you. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.